UTI Large Cap Fund - Regular Plan - Growth Option

Category: Equity: Large Cap
Launch Date: 18-10-1986
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 1.77% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,607.55 Cr As on (30-04-2025)
Turn over: 28%
NAV as on 15-05-2025

272.1776

3.41 (1.2541%)

CAGR Since Inception

13.36%

BSE 100 TRI 17.19%

PERFORMANCE of UTI Large Cap Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 15-05-2025

Yearly Performance (%)

Fund Managers

Karthikraj Lakshmanan

Investment Objective

An open-end equity fund aiming to provide benefit of capital appreciation and income distribution through investment in equity

RETURNS CALCULATOR for UTI Large Cap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of UTI Large Cap Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI Large Cap Fund - Regular Plan - Growth Option 11.82 0.49 -0.82 0.89 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of UTI Large Cap Fund - Regular Plan - Growth Option

Period
Data as on - 15-05-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI Large Cap Fund - Regular Plan - Growth Option 18-10-1986 12.35 17.89 16.15 21.73 11.7
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 27.82 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 17.64 24.24 22.45 23.22 11.84
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 15.12 20.57 19.44 22.36 13.77
Franklin India Bluechip Fund-Growth 01-12-1993 14.68 19.45 17.58 22.74 11.25
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 14.17 17.09 16.5 22.0 13.35
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 13.98 22.42 0.0 0.0 0.0
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 13.93 20.66 19.47 24.16 12.5
Kotak Bluechip Fund - Growth 29-12-1998 13.1 20.36 19.38 23.72 12.83
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 13.0 21.1 19.93 22.36 12.04

PORTFOLIO ANALYSIS of UTI Large Cap Fund - Regular Plan - Growth Option

Asset Allocation (%)