UTI Large cap Fund Regular Plan Growth

• Alpha 0.68%
• Beta 0.94
• Sharpe Ratio0.31
• Std Deviation 12.69%
• 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 12859.77 crores & has delivered CAGR of 14.98% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.74%. 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 & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Infosys & Bharti Airtel.

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

Some of the similar funds are Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth, Canara Robeco Bluechip Equity Fund Regular Plan Growth, Kotak Bluechip Growth, Franklin India Bluechip Fund Growth, UTI Large cap Fund Regular Plan Growth. UTI Large cap Fund Regular Plan Growth has a sharpe ratio of 0.31 & a standard deviation of 12.69%.