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).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 266.5996
NAV (Oct 28)
Last 1Y | 27.6% |
Last 3Y | 10.1% |
Last 5Y | 16.8% |
Last 10Y | 12.5% |
Since Inception | 17.3% |
6 Month CAGR | 9.5% |
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap companies.
Expense Ratio | 1.74% |
Launched | - |
AUM in Crores | 13987.4 |
ISIN | INF789F01976 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.9 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
YTM | - |
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Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Large Cap Fund (G) | 11,17,217 | 3,84,605 | 16.8% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
HDFC Bank Ltd.
8.69%Infosys Ltd.
8.2%ICICI Bank Ltd.
7.62%Reliance Industries Ltd.
5.52%Bharti Airtel Ltd.
4.66%Financial
29.64%Technology
12.86%Services
8.77%Energy
7.44%Consumer Staples
6.02%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
UTI Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.5% | 7.3% | ||
6% | 6.8% | ||
6.2% | 6.9% | ||
15.8% | 15.2% | ||
20.2% | 14.1% |
UTI Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 17.31%. The fund is managed by UTI Mutual Fund. The fund manager’s name is Karthikraj Lakshmanan.
Nav of UTI Large Cap Fund (G) as of 10/28/2024 is ₹266.60 with the total AUM as of 10/29/2024 is ₹13987.44. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.
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 BSE 100 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 27.6% 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).
What is UTI Large Cap Fund (G)?
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?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your 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 1.74% for regular plan.
What is the NAV of UTI Large Cap Fund (G)?
Today's UTI Large Cap Fund (G) NAV is ₹266.60.