UTI Large & Mid Cap Fund

Ticker: mf12671
Decent 68/100

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Business Overview

The UTI Large & Mid Cap Fund is a dynamic mutual fund designed for investors looking to capitalize on the growth potential of large and mid-sized companies in India. This fund is ideal for those seeking long-term capital appreciation while balancing risk. With a strong track record and professional management, it aims to deliver consistent returns in a diversified portfolio.

  • Focuses on large and mid-cap stocks
  • Ideal for long-term investors
  • Managed by experienced professionals
  • Diversified investment approach
  • Potential for significant capital appreciation

Opportunity vs Risk

Opportunities
  • Diversified exposure to large caps
  • Potential for high long-term returns
  • Strong fund management team
  • Growing Indian economy supports growth
  • Access to mid-cap growth potential
Risks ⚠️
  • Market volatility affecting returns
  • High expense ratio compared to peers
  • Sector concentration risks
  • Regulatory changes impacting funds
  • Past performance not indicative of future
📊 Stock Investment Checklist (100 Points)
UTI Large & Mid Cap Fund • Updated: 2025-09-29 16:00:49
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of large and mid-cap companies, which are generally considered future-ready.
  • 10
    Growth
    High
    The fund has shown consistent revenue and profit growth over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are in line with peers, indicating fair valuation.
  • 7
    Balance
    High
    Debt levels are manageable, with good liquidity and reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The UTI Large & Mid Cap Fund shows a decent investment potential with consistent growth and profitability metrics, although some risks and governance concerns exist.


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