UTI Large Cap Fund - Regular Plan - Growth Option

Category: Equity: Large Cap
Launch Date: 18-10-1986
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.75% As on (31-03-2024)

Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,329.61 Cr As on (31-03-2024)
Turn over: 26

NAV as on 03-05-2024

244.173 -1.8 (-0.7378%)

CAGR Since Inception

13.49%

S&P BSE 100 TRI 11.77%

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PERFORMANCE of UTI Large Cap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 03-05-2024

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI Large Cap Fund - Regular Plan - Growth Option	27.58	14.74	14.9	14.15	13.49
S&P BSE 100 TRI	31.22	18.71	16.56	15.05	11.77
Equity: Large Cap	34.14	17.61	15.54	14.53	15.05

Yearly Performance (%)

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Fund Managers

Karthikraj Lakshmanan

Investment Objective

An open-end equity fund aiming to provide benefit of capital appreciation and income distribution through investment in equity

RETURNS CALCULATOR for UTI Large Cap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of UTI Large Cap Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
UTI Large Cap Fund - Regular Plan - Growth Option	12.14	0.74	-2.09	0.92	-	-
Equity: Large Cap	-	-	-	-	-	-

PEER COMPARISION of UTI Large Cap Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum

Period

Data as on - 03-05-2024

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
UTI Large Cap Fund - Regular Plan - Growth Option	18-10-1986	27.58	14.19	14.74	14.9	14.15
quant Large Cap Fund - Growth Option - Regular Plan	08-08-2022	52.12	0.0	0.0	0.0	0.0
JM Large Cap Fund (Regular) - Growth Option	01-04-1995	46.59	25.5	21.89	17.56	14.44
BANK OF INDIA Bluechip Fund Regular Plan Growth	24-06-2021	45.33	23.02	0.0	0.0	0.0
Nippon India Large Cap Fund- Growth Plan -Growth Option	08-08-2007	41.54	27.14	25.76	17.87	17.33
ICICI Prudential Bluechip Fund - Growth	05-05-2008	39.45	23.19	21.77	18.0	16.18
ITI Large Cap Fund - Regular Plan - Growth Option	24-12-2020	39.34	21.62	17.26	0.0	0.0
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option	01-01-2013	39.22	22.58	19.83	18.06	16.23
Taurus Large Cap Fund - Regular Plan - Growth	28-02-1995	39.16	18.97	18.18	14.28	12.29
Invesco India Largecap Fund - Growth	21-08-2009	39.08	20.18	19.63	16.36	15.25