UTI Large Cap Fund - Direct Plan - Growth Option
Fund House: UTI Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 0.96% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,180 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 28% | Exit Load: Redemption / Switch out within 12 months from the date of allotment – (i) NIL for upto 10% of the allotted Units (ii) 1.00 % for beyond 10% of the allotted Units. , if any, will be levied on units redeemed/switched-out , basis the rate prevailing at the time of allotment of the corresponding units. |
287.8763
-2.9 (-1.0086%)
13.84%
Benchmark: 17.09%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
3 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
An open-end equity fund aiming to provide benefit of capital appreciation and income distribution through investment in equity
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.11 |
| Sharpe Ratio | 0.3 |
| Alpha | -0.96 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| UTI Large Cap Fund - Direct Plan - Growth Option | 01-01-2013 | 8.39 | 19.27 | 13.03 | 21.92 | 12.31 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 23.59 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 14.64 | 25.64 | 19.45 | 22.89 | 11.55 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 10.29 | 23.12 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 10.26 | 20.87 | 15.14 | 21.37 | 13.35 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 9.39 | 19.13 | 13.54 | 21.96 | 10.82 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 8.97 | 20.9 | 15.18 | 23.21 | 12.14 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 8.71 | 17.53 | 14.28 | 22.64 | 12.25 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 8.57 | 19.81 | 14.78 | 22.78 | 12.42 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 8.37 | 17.07 | 12.02 | 20.66 | 12.92 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.63%
Others
4.43%
Large Cap
87.31%
Mid Cap
7.63%
