NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹178.42
0.33%
NAV as on 18 Dec 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
large & mid cap
equity
30.08%p.a.
Last 1Y
21.76%p.a.
Last 3Y
23.48%p.a.
Last 5Y
14.45%p.a.
Since Inception
About UTI Large & Mid Cap Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Large & Mid Cap Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on May 2009, UTI Large & Mid Cap Fund Plan Growth is Large & Mid-Cap fund of its category with 4,048.26 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- UTI Large & Mid Cap Fund Plan Growth delivered 30.1% annual returns during the last year. It has delivered 14.4% average annual returns since the fund was launched.
- UTI Large & Mid Cap Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
HDFC Bank Ltd
7.67%
ICICI Bank Ltd
4.75%
ITC Ltd
3.64%
Infosys Ltd
3.40%
Vedanta Ltd
2.53%
The Federal Bank Ltd
2.38%
Dalmia Bharat Ltd
2.22%
Aditya Birla Capital Ltd
2.18%
Indus Towers Ltd Ordinary Shares
2.15%
Max Financial Services Ltd
2.07%
Fund Managers
- V Srivatsa (May 2017 - Present)
Key Information
View Scheme Document
UTI Large & Mid Cap Fund Plan Growth SIP Calculator
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For a period of
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NRI Mutual Fund Tax on UTI Large & Mid Cap Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in UTI Large & Mid Cap Fund Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Large & Mid Cap Fund Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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