| Category: Equity: Large Cap |
| Launch Date: 18-10-1986 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| Expense Ratio: 1.74% As on ( 31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 13,321.57 Cr As on ( 31-12-2025) |
| Turn over: 28 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| UTI Large Cap Fund - Regular Plan - Growth Option | 9.33 | 13.1 | 11.76 | 12.89 | 13.04 |
| Benchmark | - | - | - | - | - |
| Equity: Large Cap | 9.45 | 14.9 | 13.07 | 13.27 | 13.1 |
Mr. Karthikraj Lakshmanan FM 1
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.
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| UTI Large Cap Fund - Regular Plan - Growth Option | 11.82 | 0.68 | -0.4 | 0.88 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
Small Cap
1.79%
Others
2.1%
Large Cap
87.22%
Mid Cap
8.91%
| Scheme Name | Launch Date |
1-Year Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|
| UTI Large Cap Fund - Regular Plan - Growth Option | 18-10-1986 | 9.33 | 13.1 | 11.76 | 12.89 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 12.39 | 17.66 | 16.29 | 15.35 |
| BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH | 20-08-2024 | 11.96 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 11.84 | 17.45 | 0.0 | 0.0 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 11.84 | 13.26 | 12.25 | 14.17 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 11.71 | 17.38 | 13.6 | 13.91 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 11.6 | 14.58 | 13.49 | 13.38 |
| Franklin India Large Cap Fund-Growth | 01-12-1993 | 11.49 | 15.32 | 13.11 | 12.37 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 11.15 | 15.54 | 14.09 | 13.51 |
| Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option | 10-02-2012 | 11.13 | 13.82 | 11.78 | 12.09 |