UTI Mutual Fund

UTI Large Cap Fund Direct Plan Growth

₹ 279.76

NAV (Apr 02)

23.477%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in large cap mutual funds.

Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

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Scripbox Recommended Large Cap Funds
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Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap companies.

Expense Ratio
0.97 %
Launched
-
AUM in Crores
11720.4
ISIN
INF789F01US8
Lock-in (days)
No Lock-in
Benchmark
BSE 100 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
13
Beta
0.9
Sharpe Ratio
0.3
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-27

Top Stock Holdings

HDFC Bank Ltd.

8.69%
8.694%

Infosys Ltd.

8.2%
8.196%

ICICI Bank Ltd.

7.62%
7.623%

Reliance Industries Ltd.

5.52%
5.515%

Bharti Airtel Ltd.

4.66%
4.663%
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Allocation by Sector

Financial

30.47%
30.469001%

Technology

11.98%
11.977085%

Energy

7.67%
7.67149%

Automobile

7.46%
7.456315%

Services

7.33%
7.327117%
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Frequently Asked Questions

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