UTI Large & Mid Cap Fund presents investors with an opportunity to benefit from a diversified portfolio of sound businesses available at relatively cheaper valuations. The fund, which follows a value investing approach, focuses on companies trading below their intrinsic value, providing a margin of safety to investors. As per SEBI’s categorization, large and mid cap funds must allocate at least 35% each to large-cap and mid-cap stocks. UTI Large & Mid Cap Fund maintains a balanced mix, with 48% investment in large caps, 39% in mid caps, and the remainder in small caps as of February 28, 2025. The scheme’s top holdings include major companies such as HDFC Bank Ltd., ICICI Bank Ltd., Infosys Ltd., and ITC Ltd., collectively accounting for 33% of the portfolio.
The fund employs a combination of top-down and bottom-up strategies, targeting sectors trading below mean valuations while selecting businesses with strong fundamentals. By focusing on relative valuation, growth opportunities, and mean reversion, the fund aims to capitalize on market inefficiencies. In Siliguri, the fund’s emphasis on stability and growth resonates well with investors seeking long-term wealth creation. Given the region’s growing interest in diversified equity investments, UTI Large & Mid Cap Fund’s mix of large and mid-cap stocks appeals to risk-conscious investors looking for balanced portfolio exposure.
Launched in 2009, the fund has an Asset Under Management (AUM) of over ₹3,780 crore as of February 2025. With its disciplined investment approach, UTI Large & Mid Cap Fund remains a suitable choice for investors aiming to build a resilient equity portfolio.
