UTI Large cap Fund Regular Plan Growth

• Alpha 0.68%
• Beta 0.94
• Sharpe Ratio0.48
• Std Deviation 11.37%
• Tracking Error 2.71%

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 13398.93 crores & has delivered CAGR of 13.80% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.75%. 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 Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Infosys & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Communications Services.

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 0.48 & a standard deviation of 11.37%.