Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.46%
1 Month-11.31%
3 Months-14.51%
6 Months-11.10%
1 Year-6.12%
3 Years (CAGR)+9.07%
5 Years (CAGR)+8.08%
10 Years (CAGR)+10.96%
Since Inception (Apr 2006)+10.60%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-18.13%
3 Year SIP-0.74%
5 Year SIP+4.07%
Since Inception (Apr 2006)+10.82%
Fund Details
Fund HouseUTI Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹12,658 Cr
Expense Ratio1.75%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100651
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
UTI Large Cap Fund - Regular Plan - Growth Option aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.
About This Fund
UTI Large Cap Fund - Regular Plan - Growth Option is a Large Cap mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹12,658 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.75%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations