UTI Mutual Fund · Direct Growth · SEBI Category: Mid Cap
UTI Large and Mid Cap Fund is backed by UTI Mutual Fund — one of India's oldest and most established fund houses with over 60 years of history. Managed by Vinay Paharia (CIO of UTI AMC), the fund benefits from UTI's institutional research depth and long-standing investor trust. The fund maintains the mandatory 35-35 allocation across large and mid cap stocks.
UTI AMC's investment approach is characterized by rigorous fundamental research and a long-term orientation. The fund's large cap allocation provides stability through established blue-chip companies, while the mid cap allocation adds growth potential from emerging businesses. UTI's research team has decades of experience covering Indian equities across market cycles.
Vinay Paharia is CIO — Equity at UTI Mutual Fund and manages the UTI Large & Mid Cap Fund. He brings a quality-focused, research-driven approach to equity investing with experience spanning multiple market cycles. His investment philosophy emphasises businesses with durable competitive advantages and strong management quality across both large and mid cap segments.
For current co-manager details and full biography, refer to the latest UTI Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Live data. Current fund highlighted. Click any fund name for full analysis.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund | ₹38.72 | ₹14.7K Cr Jan–Mar 2026 | +5.2% | +25.2% p.a. | +21.3% p.a. | 1.13 |
| ICICI Prudential Large and Mid Cap Fund | ₹1,111.18 | ₹27.5K Cr Jan–Mar 2026 | +1.1% | +18.4% p.a. | +18.5% p.a. | 1.06 |
| HDFC Large and Mid Cap Fund | ₹349.91 | ₹27.6K Cr Jan–Mar 2026 | +0.5% | +17.1% p.a. | +16.6% p.a. | 0.83 |
| Bandhan Large and Mid Cap Fund | ₹160.76 | ₹14.1K Cr Jan–Mar 2026 | +6.1% | +22.7% p.a. | +18.8% p.a. | 1.23 |
| UTI Large and Mid Cap Fund ▲ | ₹192.42 | ₹4.7K Cr Jan–Mar 2026 | +3.1% | +19.5% p.a. | +16.4% p.a. | 1.07 |
Calculated from 2,566 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how UTI Large & Mid Cap FundOption ranks against other Mid Cap funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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