CASPeR Ranking #226
UTI Large cap Fund Regular Plan Growth
NAV (Thu Nov 21 2024)
₹258
Returns (Since Inception)
8.37%
Category Average
12.29%
Rating
3
Allocation and Holdings
Asset class
Weightage
Financial Services
26.56%
Technology
6.49%
Communication Services
4.76%
Energy
3.73%
Consumer Defensive
3.11%
Industrials
2.51%
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4.5Overall rating
Scheme Information
Fund name
UTI Large cap Fund Regular Plan Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹12841.53 Cr
ISIN
INF789F01976
Inception Date
Oct 15 1986
Standard Deviation
12.814
Beta
0.94
Sharpe Ratio
0.348
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
₹12841.53 Cr
Website
https://www.utiwms.com
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