68
Large & Mid CapBuy
UTI Large & Mid Cap
UTI · Direct–Growth · rank #6 of 36 by Smart Score
Data updated
Trailing returns
1 Year
6.3%
+0.9% vs index
3 Years
16.0%
5 Years
14.6%
Since launch
14.4%
Year-by-year performance
2021
+41.5%—
2022
+5.3%—
2023
+35.4%—
2024
+28.3%+9.8% vs index
2025
+8.4%+0.0% vs index
2026
-1.1%-0.7% vs index
Why this score
UTI Large & Mid Cap scores 68/100 — #6 of 36 Large & Mid Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 75% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return15.98% · 75th percentile in category
Sharpe ratio0.89 · 86th percentile in category
5Y return14.62% · 71st percentile in category
Sortino ratio0.93 · 83rd percentile in category
Alpha3.09 · 77th percentile in category
Fund size6406.53 Cr · 60th percentile in category
Top holdings
1.HDFC Bank Ltd5.62%
2.ICICI Bank Ltd4.8%
3.Reliance Industries Ltd3.26%
4.Infosys Ltd3.1%
5.State Bank of India3.02%
69 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.