- Mutual Funds
- UTI Mutual Fund
- UTI Large Cap Fund (G)
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).
UTI Large Cap Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment4,63,656
Wealth Gained11,96,268
Total Corpus Created (₹)
With CAGR of 19.375 % in 5 yearsHistorical NAV
₹ 250.4101
NAV (Apr 11)
Fund Returns
Last 1Y | 0.6% |
Last 3Y | 7.7% |
Last 5Y | 19.4% |
Last 10Y | 9.9% |
Since Inception | 16.9% |
6 Month CAGR | -11% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap companies.
Expense Ratio | 1.78 % |
Launched | - |
AUM in Crores | 12180 |
ISIN | INF789F01976 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 12.9 |
Beta | 0.9 |
Sharpe Ratio | 0.3 |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Large Cap Fund (G) | 11,96,268 | 4,63,656 | 19.4% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
8.69%Infosys Ltd.
8.2%ICICI Bank Ltd.
7.62%Reliance Industries Ltd.
5.52%Bharti Airtel Ltd.
4.66%
Allocation by Sector
Financial
30.47%Technology
11.98%Energy
7.67%Automobile
7.46%Services
7.33%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8.9% | 7.1% | ||
6.7% | 6.8% | ||
6.9% | 7.2% | ||
6.3% | 6% | ||
16.6% | 13.5% |
UTI Large Cap Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment4,63,656
Wealth Gained11,96,268
Total Corpus Created (₹)
With CAGR of 19.375 % in 5 yearsUTI Large Cap Fund (G) Review
UTI Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 16.86%. 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 4/11/2025 is ₹250.41 with the total AUM as of 4/12/2025 is ₹12180. 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 0.55% 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
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