- Mutual Funds
- UTI Mutual Fund
- UTI Large cap Fund (PIDCW-A)
Formerly UTI Mastershare Unit Reg IDCW-P
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 50.4819
NAV (Apr 22)
Fund Returns
Last 1Y | 29.7% |
Last 3Y | 15% |
Last 5Y | 12.6% |
Last 10Y | 12.6% |
Since Inception | 9.9% |
6 Month CAGR | 13.5% |
Scheme Information
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) | Sep 19, 1986 |
AUM in Crores | 12329.613 |
ISIN | INF189A01038 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.2 |
Standard Deviation (5yr) | 17.5 |
Beta (3yr) | 0.92 |
Beta (5yr) | 0.92 |
Sharpe Ratio (3yr) | 0.712 |
Sharpe Ratio (5yr) | 0.471 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Large cap Fund (PIDCW-A) | 9,99,927 | 2,67,315 | 12.6% | |
| 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
9.1%icici bank ltd
7.8%infosys ltd
7.2%reliance industries ltd
6.3%bharti airtel ltd
4.2%Allocation by Sector
financial services
31.3%technology
13.7%consumer cyclical
13.1%consumer defensive
8.2%energy
7.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.8% | 7.3% | ||
16.7% | 11.9% | ||
5.5% | 6.8% | ||
19.2% | 15.2% |
UTI Large cap Fund (PIDCW-A) Review
UTI Large cap Fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 9.9% over a period of 37 years. The fund was previously known as UTI Mastershare Unit Reg IDCW-P. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Karthikraj Lakshmanan.
Nav of UTI Large cap Fund (PIDCW-A) as of 4/22/2024 is ₹50.48 with the total AUM as of 4/23/2024 is ₹12329.613. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Large cap Fund (PIDCW-A) was launched on Sep 19, 1986. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Large cap Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 1 fund in Equity and delivered 29.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Large cap Fund (PIDCW-A).
Frequently Asked Questions
What is UTI Large cap Fund (PIDCW-A)?
How to invest in UTI Large cap Fund (PIDCW-A)?
You can invest in UTI Large cap Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for UTI Large cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Large cap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, UTI Large cap Fund (PIDCW-A) is a Not Recommended fund. You can investUTI Large cap Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the UTI Large cap Fund (PIDCW-A) is 1.75% for regular plan.