- Mutual Funds
- UTI Mutual Fund
- UTI Large Cap Fund (RIDCW-I)
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
₹ 57.0616
NAV (Oct 17)
Fund Returns
Last 1Y | 28.2% |
Last 3Y | 10.6% |
Last 5Y | 18% |
Last 10Y | 13.4% |
Since Inception | 17.4% |
6 Month CAGR | 15.4% |
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 | 1.71% |
Launched | - |
AUM in Crores | 13987.4 |
ISIN | INF789F01950 |
Lock-in | No Lock-in |
Benchmark | BSE 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.4 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Large Cap Fund (RIDCW-I) | 11,53,437 | 4,20,825 | 18% | |
| 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
28.71%Technology
14.04%Services
8.99%Energy
8.39%Automobile
5.72%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.4% | 7.3% | ||
6% | 6.8% | ||
16.2% | 15.3% | ||
6.1% | 6.9% | ||
20.7% | 14.2% |
UTI Large Cap Fund (RIDCW-I) Review
UTI Large Cap Fund (RIDCW-I) is a Large Cap Equity fund and has delivered an annualised return of 17.44%. The fund is managed by UTI Mutual Fund. The fund manager’s name is Karthikraj Lakshmanan.
Nav of UTI Large Cap Fund (RIDCW-I) as of 10/17/2024 is ₹57.06 with the total AUM as of 10/18/2024 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 Average.
The minimum SIP amount for UTI Large Cap Fund (RIDCW-I) 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 (RIDCW-I) 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 28.22% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Large Cap Fund (RIDCW-I).
Frequently Asked Questions
What is UTI Large Cap Fund (RIDCW-I)?
How to invest in UTI Large Cap Fund (RIDCW-I)?
You can invest in UTI Large Cap Fund (RIDCW-I) 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 (RIDCW-I)?
The minimum sip amount for UTI Large Cap Fund (RIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Large Cap Fund (RIDCW-I) 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 (RIDCW-I)?
The expense ratio of the UTI Large Cap Fund (RIDCW-I) is 1.71% for regular plan.
What is the NAV of UTI Large Cap Fund (RIDCW-I)?
Today's UTI Large Cap Fund (RIDCW-I) NAV is ₹57.06.