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UTI Large Cap Fund - Regular Plan - Growth Option

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Category: Equity: Large Cap
Launch Date: 18-10-1986
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 1.74% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 13,241.33 Cr As on (31-10-2025)
Turn over: 28
NAV as on 08-12-2025

281.4228

-2.77 (-0.9828%)

CAGR Since Inception

13.15%

BSE 100 TRI 0.06%

PERFORMANCE of UTI Large Cap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 08-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Large Cap Fund - Regular Plan - Growth Option 3.96 11.9 13.92 12.66 13.15
Benchmark - - - - -
Equity: Large Cap 2.26 13.78 15.25 13.06 13.27

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Karthikraj Lakshmanan FM 1

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 investment objective of the scheme would be achieved.

RETURNS CALCULATOR for UTI Large Cap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of UTI Large Cap Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI Large Cap Fund - Regular Plan - Growth Option 11.82 0.56 -0.73 0.89 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
UTI Large Cap Fund - Regular Plan - Growth Option 18-10-1986 3.96 11.2 11.9 13.92 12.66
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 6.65 15.86 17.22 18.76 15.2
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 6.35 0.0 0.0 0.0 0.0
Franklin India Large Cap Fund-Growth 01-12-1993 4.53 14.89 14.1 15.54 12.08
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 4.52 12.37 13.46 15.4 13.12
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 4.51 15.42 17.1 15.78 12.44
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 4.37 12.3 12.26 14.39 14.01
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 4.23 13.84 14.38 16.29 13.34
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 3.84 15.2 17.95 20.86 14.98
Kotak Large Cap Fund - Growth 29-12-1998 3.56 13.84 14.41 15.86 13.46

Asset Allocation (%)

PORTFOLIO ANALYSIS of UTI Large Cap Fund - Regular Plan - Growth Option

Portfolio as on