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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | V Srivatsa

11 Jul 25 | 12:00 AM

88.10 -0.40 (-0.45%)

  • Outperforms

    4.37%

    Return (1Y)

    beaten Nifty LargeMidcap 250 TRI by 2.00%

  • Less Volatile

    0.92%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.21%

  • Consistent

    7/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9UTI-Large & Mid Cap Fund (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year UTI-Large & Mid Cap Fund (IDCW), has beaten Nifty LargeMidcap 250 TRI by 1.99% (CAGR difference)

4.37%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.92.22.42.62.83.03.23.43.63.84.04.24.44.6
JavaScript chart by amCharts 3.20.9UTI-Large & Mid Cap Fund (IDCW) Nifty LargeMidcap 250 TRI

Risk

In last 1 year , the volatility of UTI-Large & Mid Cap Fund (IDCW) is Lower than Nifty LargeMidcap 250 TRI by -0.21%

0.92%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.900.920.940.960.981.001.021.041.061.081.101.121.141.16
JavaScript chart by amCharts 3.20.9UTI-Large & Mid Cap Fund (IDCW) Nifty LargeMidcap 250 TRI

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9UTI-Large & Mid Cap Fund (IDCW) Nifty LargeMidcap 250 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-202
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 33 Stocks beating the benchmark 35 Stocks not beating the benchmark

View Stock Composition