To visit the old Ventura website, click here.
Ventura Wealth Clients Login here

UTI Large & Mid Cap Fund-Reg(G)

+20.9%
(3Y CAGR)
EquitydotLarge & Mid CapdotVery HighdotVR Rating
ratingratingratingratingrating
VR Rating: 
ratingratingratingratingrating
Fund Type

Scheme Details

NAV26 Aug 2025
177.1
AUM01 Jul 2025

4,865 Cr.

52 week high (NAV)26 Sep 2024
187.9
52 week low (NAV)28 Feb 2025
154.3
Inception date2009-05-20
Lock-in period

None

Minimum SIP500
Minimum Lumpsum5,000
Exit load info
1.0%
Benchmark IndexNIFTY LargeMidcap 250 - TRI
KEY RATIOSinfo
Alpha0.25
Beta0.94
Standard Deviation3.72%
Sharpe Ratio0.33

Asset Allocation

Market capSectorsHoldings
Market cap (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Fund Managers

V. Srivatsa2017-05-17 - Present
UTI Large & Mid Cap Fund-Reg(G) was launched on 2009-05-20 by UTI Mutual Fund. It is a Equity - Open Ended with an AUM of 4865crore. The latest NAV is 177.07, as of 2025-08-26. The UTI Large & Mid Cap Fund-Reg(G) is rated as 4. The minimum SIP amount for the UTI Large & Mid Cap Fund-Reg(G) is 500 and the minimum lumpsum amount is 5000.
personal

+91

Frequently Asked Questions

To invest a lumpsum amount in UTI Large & Mid Cap Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select UTI Large & Mid Cap Fund-Reg(G) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in UTI Large & Mid Cap Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select UTI Large & Mid Cap Fund-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in UTI Large & Mid Cap Fund-Reg(G).

It will take up to one trading day for the invested UTI Large & Mid Cap Fund-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in UTI Large & Mid Cap Fund-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.