UTI Mutual Fund has highlighted the strength of its UTI Large & Mid Cap Fund, positioning it as a value-oriented investment vehicle that seeks to capitalize on market inefficiencies by investing in fundamentally strong companies available at relatively attractive valuations. The fund, launched in 2009, follows a value-investing strategy that focuses on stocks trading below their intrinsic value, providing investors a margin of safety while offering the potential for long-term wealth creation. Under SEBI regulations, large and mid cap funds must invest at least 35 per cent each in large-cap and mid-cap stocks. As of May 31, 2026, the UTI Large & Mid Cap Fund had over Rs 5,900 crore in assets under management, with around 45 per cent invested in large caps, 40 per cent in mid caps and the remainder in small-cap companies.
The fund combines a top-down approach to identify sectors trading below historical valuation averages with a bottom-up strategy to select quality businesses with healthy track records, reasonable valuations and future growth potential. Its investment philosophy is built around relative valuation, growth at reasonable prices and mean reversion in business fundamentals. According to the latest portfolio disclosure, major holdings include HDFC Bank, ICICI Bank, Infosys, Bharti Airtel, Larsen & Toubro, ITC, Power Grid Corporation of India, Aurobindo Pharma, Wipro and Reliance Industries, together accounting for about 28 per cent of the portfolio. In Siliguri, investors are increasingly favouring diversified equity schemes that offer exposure to large-, mid- and small-cap segments through a disciplined investment approach.
They noted that funds with a value-investing bias are attracting attention from long-term investors seeking stability alongside growth opportunities amid fluctuating market conditions. UTI Mutual Fund said the scheme is designed for investors looking to build a core equity portfolio with exposure to both large- and mid-cap stocks while benefiting from a relative value style of investing.
