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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: 1.78% As on ( 28-02-2025)

Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 11,720.45 Cr As on ( 28-02-2025)
Turn over: 28

NAV as on 21-03-2025

254.7597

1.68 ( 0.6585% )

CAGR Since Inception

13.09%

BSE 100 TRI 16.92%

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

Scheme Performance (%) Data as on - 21-03-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI Large Cap Fund - Regular Plan - Growth Option	7.33	10.43	20.89	10.56	13.09
Benchmark	-	-	-	-	-
Equity: Large Cap	7.64	13.22	21.78	11.12	13.59

Yearly Performance (%)

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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.

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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	0.26	-1.41	0.91	-	-
Equity: Large Cap	-	-	-	-	-	-

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

Compare SIP Compare Lumpsum

Period

Data as on - 21-03-2025

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	7.33	17.74	10.43	20.89	10.56
Motilal Oswal Large Cap Regular Plan Growth	06-02-2024	26.53	0.0	0.0	0.0	0.0
DSP Top 100 Equity Fund - Regular Plan - Growth	05-03-2003	16.56	25.95	17.75	22.7	10.59
WhiteOak Capital Large Cap Fund Regular Plan Growth	01-12-2022	12.2	23.8	0.0	0.0	0.0
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option	05-08-2010	11.14	21.12	13.74	21.88	12.57
SBI Blue Chip Fund-Regular Plan Growth	01-02-2006	9.99	18.55	13.3	22.97	11.68
Aditya Birla Sun Life Frontline Equity Fund-Growth	05-08-2002	9.77	20.72	13.71	23.52	11.44
Invesco India Largecap Fund - Growth	21-08-2009	9.59	23.22	13.65	22.66	11.37
Mirae Asset Large Cap Fund - Growth Plan	01-04-2008	9.4	17.31	11.08	21.24	12.27
BANDHAN Large Cap Fund - Regular Plan - Growth	09-06-2006	9.23	22.66	13.36	21.97	10.9