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  • UTI Large cap Fund (Growth)

Formerly UTI Mastershare Unit Reg Gr

UTI Mutual Fund

UTI Large cap Fund (Growth)

EquityLarge Cap

246.4546

NAV (Apr 10)

15%
5 Year CAGR
Scripbox Opinion
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

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

246.4546

NAV (Apr 10)

Fund Returns

Last 1Y
30.9%
Last 3Y
14.7%
Last 5Y
15%
Last 10Y
14.1%
Since Inception
15.7%
6 Month CAGR
14.4%

Scheme Information

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 investm ent objective of the scheme would be achieved.

Expense Ratio
1.75
Launched (38y ago)
Oct 15, 1986
AUM in Crores
12329.613
ISIN
INF789F01976
Lock-in
No Lock-in
Benchmark
S&P BSE 100 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.1
Standard Deviation (5yr)
17.4
Beta (3yr)
0.92
Beta (5yr)
0.93
Sharpe Ratio (3yr)
0.725
Sharpe Ratio (5yr)
0.579
YTM
0
Fund Managers

Karthikraj Lakshmanan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Large cap Fund (Growth)70%10,64,484 3,31,87215%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-10

Top Stock Holdings

hdfc bank ltd

9.1%
9.1%

icici bank ltd

7.8%
7.8%

infosys ltd

7.2%
7.2%

reliance industries ltd

6.3%
6.3%

bharti airtel ltd

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

31.3%
31.3%

technology

13.7%
13.7%

consumer cyclical

13.1%
13.1%

consumer defensive

8.2%
8.2%

energy

7.6%
7.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 221,335 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.5%

6.9%

16.3%

12%

5.8%

7.3%

5.5%

6.8%

18.9%

15.2%

UTI Large cap Fund (G) Review

UTI Large cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 15.7% over a period of 37 years. The fund was previously known as UTI Mastershare Unit Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Karthikraj Lakshmanan.

Nav of UTI Large cap Fund (G) as of 4/10/2024 is ₹246.45 with the total AUM as of 4/12/2024 is ₹12329.613. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Large cap Fund (G) was launched on Oct 15, 1986. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI Large cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI Large cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.

UTI Large cap Fund (G) is rated as a 1 fund in Equity and delivered 30.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Large cap Fund (G).

Frequently Asked Questions

What is UTI Large cap Fund (G)?

UTI Large cap Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Large cap Fund (G)?

You can invest in UTI Large cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Large cap Fund (G)?

The minimum sip amount for UTI Large cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is UTI Large cap Fund (G) good to invest in?

As per Scripbox experts, UTI Large cap Fund (G) is a Not Recommended fund. You can investUTI Large cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Large cap Fund (G)?

The expense ratio of the UTI Large cap Fund (G) is 1.75% for regular plan.