UTI Large Cap Fund - Regular Plan - Growth Option

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Category: Equity: Large Cap
Launch Date: 18-10-1986
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 1.74% As on (31-10-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,340.09 Cr As on (28-11-2025)
Turn over: 28

NAV as on 12-12-2025

283.1113

1.77 (0.6263%)

CAGR Since Inception

13.18%

BSE 100 TRI 0.06%

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

Scheme Performance (%) Data as on - 12-12-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI Large Cap Fund - Regular Plan - Growth Option	4.8	12.44	13.93	12.89	13.18
Benchmark	-	-	-	-	-
Equity: Large Cap	3.31	14.25	15.22	13.3	13.34

Yearly Performance (%)

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Fund Managers

Mr. Karthikraj Lakshmanan FM 1

Investment 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 companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

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.

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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	0.56	-0.73	0.89	-	-
Equity: Large Cap	-	-	-	-	-	-

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

Compare SIP Compare Lumpsum

Period

Data as on - 12-12-2025

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	4.8	11.61	12.44	13.93	12.89
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth	05-05-2008	7.26	16.08	17.57	18.66	15.37
Motilal Oswal Large Cap Regular Plan Growth	06-02-2024	7.23	0.0	0.0	0.0	0.0
DSP Large Cap Fund - Regular Plan - Growth	05-03-2003	5.63	15.9	17.61	15.83	12.68
Aditya Birla Sun Life Large Cap Fund-Growth	05-08-2002	5.61	14.42	14.89	16.31	13.6
SBI Large Cap FUND-REGULAR PLAN GROWTH	01-02-2006	5.32	12.83	13.84	15.43	13.33
Mirae Asset Large Cap Fund - Growth Plan	01-04-2008	5.29	12.95	12.69	14.32	14.21
Nippon India Large Cap Fund- Growth Plan -Growth Option	08-08-2007	5.2	15.64	18.42	20.89	15.28
Franklin India Large Cap Fund-Growth	01-12-1993	5.14	14.69	14.51	15.23	12.34
Tata Large Cap Fund -Regular Plan - Growth Option	07-05-1998	4.88	13.04	14.35	16.83	13.01

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

Asset Allocation (%)