UTI Large & Mid Cap Fund performance review analysis for January

UTI Large & Mid Cap Fund-Growth Option - Direct performance review analysis for January: UTI Large & Mid Cap Fund-Growth Option - Direct, managed by the seasoned fund managers V Srivatsa, remains a prominent player in the Large & Mid-Cap. UTI Large & Mid Cap Fund boasts an impressive AUM of ₹4048.26 crore. Under the guidance of V Srivatsa, the fund adheres to its objective of the objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved. This detailed review of UTI Large & Mid Cap Fund evaluates its recent performance, comparing it to the NIFTY 50 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. The fund's strategy, top holdings, and recent portfolio moves are explored to provide insights for existing and potential investors.

Performance Analysis:

Over the past week, UTI Large & Mid Cap Fund returned -3.94%, showing a negative delta of -2.93% with respect to NIFTY 50. The one-month performance shows a negative trend, with the fund delivering -7.61% against the NIFTY 50’s -5.59%.

The performance over the longer durations is mentioned below:

Top Holdings of the Fund

Below is the list of top holdings in the fund:

Sector Allocation of the Fund

Risk Measurement

Understanding the risk associated with the fund is crucial for investors. The Sharpe Ratio, which measures risk-adjusted returns, is a key indicator of how well the fund compensates investors for the risk taken. Over the past year, the fund's Sharpe Ratio stands at 1.57, while the three-year and five-year ratios are 1.13 and 0.92, respectively. Sharpe ratio values above 1 are considered good, whereas values below 1 are considered bad.

In terms of volatility, the standard deviation over the same periods— 12.12% for one year, 13.37% for three years, and 20.30% for five years. Higher standard deviations indicate greater volatility, while lower ones suggest more stable returns.

Recent Portfolio Activity

In the last month, the fund acquired new positions in the following stocks:

The fund has increased its position in the following stocks:

The fund has reduced its holding in the following stocks:

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