UTI Large and Mid Cap Fund
Direct · Growth ₹195.75
27 Apr 2026
NAV
15.4%
3Y CAGR
14.7%
5Y CAGR
14.9%
10Y CAGR
15.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.54
Sharpe
-41.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.78 L | 18.9% | -60.2% | 107.7% |
| 3 Years | ₹36.00 L | ₹45.24 L | 15.8% | -26.6% | 38.9% |
| 5 Years | ₹60.00 L | ₹89.66 L | 15.4% | -13.0% | 33.4% |
| 10 Years | ₹1.20 Cr | ₹2.93 Cr | 16.7% | 11.8% | 20.6% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 18.9% | -1.4% | +20.4% |
| 3 Years | 15.8% | 10.4% | +5.3% |
| 5 Years | 15.4% | 10.5% | +4.8% |
| 10 Years | 16.7% | 11.8% | +4.9% |