| Category: Equity: Large Cap |
| Launch Date: 18-10-1986 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| Expense Ratio: 1.77% As on (31-01-2025) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,248.19 Cr As on (31-01-2025) |
| Turn over: 28 |
Scheme Performance (%) Data as on - 17-02-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| UTI Large Cap Fund - Regular Plan - Growth Option | 7.25 | 9.69 | 14.11 | 10.42 | 13.14 |
| Benchmark | - | - | - | - | - |
| Equity: Large Cap | 5.11 | 11.59 | 14.37 | 10.73 | 13.38 |
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
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| UTI Large Cap Fund - Regular Plan - Growth Option | 11.82 | 0.29 | -1.98 | 0.92 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
| 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 | 7.25 | 14.82 | 9.69 | 14.11 | 10.42 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 22.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 12.45 | 21.24 | 15.3 | 13.71 | 10.04 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 9.38 | 19.29 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 9.04 | 17.1 | 11.72 | 15.3 | 12.25 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 8.08 | 15.94 | 11.16 | 14.46 | 9.94 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 7.98 | 14.53 | 11.73 | 15.16 | 11.46 |
| Axis Bluechip Fund - Regular Plan - Growth | 04-01-2010 | 7.11 | 14.01 | 7.74 | 10.93 | 10.88 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 6.64 | 13.32 | 9.49 | 13.61 | 11.96 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 6.57 | 20.11 | 15.13 | 17.83 | 12.65 |
Asset Allocation (%)
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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