Active Stocks
Tue Apr 23 2024 15:57:21
  1. Tata Steel share price
  2. 161.10 -0.46%
  1. Tata Motors share price
  2. 986.60 1.34%
  1. NTPC share price
  2. 346.90 1.12%
  1. Bharti Airtel share price
  2. 1,342.30 3.38%
  1. HDFC Bank share price
  2. 1,507.20 -0.34%
Business News/Market/Market Stats/    UTI Large cap Fund Regular Plan Growth

UTI Large cap Fund Regular Plan Growth

+
  • Equity
  • Large-Cap
  • Rating 2
  • Plan
242.68 +2.38 (0.99%) NAV as on 22 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)12329.61
  • CAGR 28.34%
  • Exit Load1.00%
  • Expense ratio1.75%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date1986-10-15

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 23 April 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.68%
  • Beta 0.94
  • Sharpe Ratio0.73
  • Std Deviation 12.14%
  • Tracking Error 2.71%

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 12329.61 crores & has delivered CAGR of 14.19% 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 & Auto & Truck Manufacturers.

 

Some of the similar funds are Nippon India Large Cap Fund - Growth, Canara Robeco Bluechip Equity Fund Regular Plan Growth, Kotak Bluechip Growth, UTI Large cap Fund Regular Plan Growth, Franklin India Bluechip Fund Growth. UTI Large cap Fund Regular Plan Growth has a sharpe ratio of 0.73 & a standard deviation of 12.14%.

FAQs about UTI Large cap Fund Regular Plan Growth

According to the morning star rating UTI Large cap Fund Regular Plan Growth has a Moderate risk & Exceptional 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 1.75%.
The 5 year annualized return on UTI Large cap Fund Regular Plan Growth is 14.19% & it has generated 28.34% 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 12329.61 crores.
Recommended For You