UTI Large Cap Fund - Regular Plan - Growth Option
Fund House: UTI Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 18-10-1986 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 1.77% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,481.94 Cr As on 31-01-2025(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. Redemption / Switch out after 12 months from the date of allotment ? NIL |
244.4507
0.53 (0.217%)
12.89%
Benchmark: 16.68%
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
18 Years 9 Months
20 Years 9 Months
21 Years 0 Months
30 Years 5 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 | 12.66 |
| Sharpe Ratio | 0.29 |
| Alpha | -1.98 |
| Beta | 0.92 |
| 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 - Regular Plan - Growth Option | 18-10-1986 | 2.22 | 13.82 | 10.16 | 14.54 | 9.63 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 17.64 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 7.67 | 20.5 | 16.66 | 14.5 | 9.34 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 3.65 | 18.67 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 3.62 | 16.23 | 12.53 | 15.52 | 11.41 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 3.43 | 13.93 | 12.44 | 15.71 | 10.79 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 3.36 | 15.47 | 10.28 | 15.3 | 9.58 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 1.6 | 12.29 | 10.2 | 13.86 | 11.26 |
| Axis Bluechip Fund - Regular Plan - Growth | 04-01-2010 | 1.43 | 13.47 | 8.06 | 11.18 | 10.23 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 1.31 | 15.69 | 12.59 | 15.85 | 10.31 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.7%
Others
3.34%
Large Cap
84.88%
Mid Cap
11.1%
