UTI Large cap Fund Regular Plan Growth
- Large-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹12,189.10 Cr
Expense Ratio
1.86%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
15 Oct 1986
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.49% | -- |
| 3 Months | -4.88% | -- |
| 6 Months | +2.27% | -- |
| 1 Year | -8.3% | -8.3% |
| 2 Years | -- | -4.85% |
| 3 Years | +17.21% | +5.44% |
| 5 Years | +27.11% | +4.92% |
| Since Launch | +23926.88% | +14.7% |
Holdings as on 6 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 1,130.03 | 9.27 |
| HDFC Bank | 1,052.96 | 8.64 |
| Reliance Industries | 612.34 | 5.02 |
| Kotak Mahindra Bank | 588.51 | 4.83 |
| Bharti Airtel | 482.26 | 3.96 |
| Larsen & Toubro Ltd | 476.49 | 3.91 |
| Infosys | 425.86 | 3.49 |
| Eternal | 425.79 | 3.49 |
| Bajaj Finance | 418.39 | 3.43 |
| AXIS Bank Ltd | 380.31 | 3.12 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.19
Sharpe Ratio
13.53%
Std. Deviation
2.71%
Tracking Error
0.68%
Alpha
0.94
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Large Cap Fund (Trigger Facility) - Growth | -6.68% | +7.79% | +7.15% |
| Canara Robeco Large Cap Fund Regular Plan Growth | -7.21% | +7.89% | +6.57% |
| Kotak Large Cap Growth | -6.75% | +8.03% | +6.84% |
| Franklin India Large Cap Fund Growth | -6.18% | +7.89% | +5.85% |
| UTI Large cap Fund Regular Plan Growth | -8.3% | +5.44% | +4.92% |
Results are calculated on CAGR basis
About Fund
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.
The UTI Large cap Fund Regular Plan Growth has an AUM of 12189.10 crores & has delivered CAGR of 4.92 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.86%. The minimum investment in UTI Large cap Fund Regular Plan Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries, Kotak Mahindra Bank.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers, Oil & Gas Operations.
Some of the similar funds are Aditya Birla Sun Life Large Cap Fund (Trigger Facility) - Growth, Canara Robeco Large Cap Fund Regular Plan Growth, Kotak Large Cap Growth, Franklin India Large Cap Fund Growth, UTI Large cap Fund Regular Plan Growth. UTI Large cap Fund Regular Plan Growth has a sharpe ratio of 0.19 & a standard deviation of 13.53%.
FAQs
According to the morning star rating UTI Large cap Fund Regular Plan Growth has a Medium risk & Moderate return.
UTI Large cap Fund Regular Plan Growth is managed by Karthikraj Lakshmanan.
The expense ratio of UTI Large cap Fund Regular Plan Growth is 1.86%.
The 5 year annualized return on UTI Large cap Fund Regular Plan Growth is 4.92% & it has generated -8.30% in the last 1 year.
The minimum investment in UTI Large cap Fund Regular Plan Growth is 100 Rs.
UTI Large cap Fund Regular Plan Growth has an AUM of 12189.10 crores.
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