Large & Mid CapBuy

UTI Large & Mid Cap

UTI · Direct–Growth · rank #5 of 34 by Smart Score

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Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)

1 Year

2.8%

+0.3% vs index

3 Years

17.6%

5 Years

15.7%

Since launch

14.6%

Year-by-year performance

last entry = YTD

2021

+41.5%—

2022

+5.3%—

2023

+35.4%—

2024

+28.3%+9.8% vs index

2025

+8.4%+0.0% vs index

2026

-1.0%-0.6% vs index

Why this score

UTI Large & Mid Cap scores 68/100 — #5 of 34 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 return17.62% · 75th percentile in category

Sharpe ratio0.89 · 86th percentile in category

5Y return15.65% · 71st percentile in category

Sortino ratio1.11 · 86th percentile in category

Alpha3.09 · 80th percentile in category

Fund size6217.83 Cr · 57th percentile in category

Other Large & Mid Cap funds

Invesco India Large And Mid Cap

3Y 24.6%

Motilal Oswal Large And Midcap

3Y 23.2%

ICICI Pru Large & Midcap

3Y 17.8%

Bandhan Large & Mid Cap

3Y 20.4%