CASPeR Ranking #232
UTI Large cap Fund Regular Plan Growth
NAV (Tue Jan 14 2025)
₹255
Returns (Since Inception)
7.23%
Category Average
10.55%
Rating
2
Allocation and Holdings
Asset class
Weightage
Financial Services
21.15%
Technology
6.70%
Communication Services
4.77%
Energy
3.46%
Industrials
3.05%
Consumer Defensive
5.24%
Consumer Cyclical
2.33%
Get your personalized mutual fund portfolio in 2 minutes.
4.5Overall rating
Scheme Information
Fund name
UTI Large cap Fund Regular Plan Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹12859.77 Cr
ISIN
INF789F01976
Inception Date
Oct 15 1986
Standard Deviation
12.691
Beta
0.95
Sharpe Ratio
0.31
Benchmark
S&P BSE 100 India TR INR
Expense Ratio
1.740%
Exit Load
Redemption / Switch out within 1 year from the date of allotment – (i) upto 10% of the allotted Units – NIL (ii) beyond 10% of the allotted Units - 1.00 %. Redemption / Switch out after 1 year from the date of allotment – NIL
Risk
Very High Risk
Investment Objective
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.
Fund Managers
Swati Kulkarni
About the AMC
UTI Asset Management Co Ltd
Phone Number
+91-22-6678 6666Email Address
pms_care@uti.co.inCorporate Office Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051Overall AUM
₹12859.77 Cr
Website
https://www.utiwms.com
Popular Equity funds
View all Funds
Franklin India Equity Advantage Fund Direct Growth
₹3491.35 Cr
11.36%
SBI PSU Regular Growth
₹4572.13 Cr
29.49%
Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option
₹15198.77 Cr
14.12%
Nippon India Multi Cap Fund - Direct Plan - Growth
₹39385.20 Cr
22.30%
Quant Focused fund Growth Option Direct Plan
₹1075.42 Cr
15.21%
Expert designed mutual fund portfolios
Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.
subscribe to The Sunday Investor & impress
your coworkers with your finance insights
no promotions • no spam • only finance
