UTI Large Cap Fund Plan Growth

Equity
Large Cap
Very High Risk
+12.48%
3Y annualised
+0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Nov 2025
₹281.40
Rating
3
Min. SIP amount
Not Supported
Fund size
₹13,241.33Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (61)

NameSectorInstrumentAssets
FinancialEquity9.14%
FinancialEquity7.00%
TechnologyEquity5.61%
CommunicationEquity4.14%
FinancialEquity3.94%
ConstructionEquity3.82%
FinancialEquity3.74%
EnergyEquity3.57%
ServicesEquity3.39%
FinancialEquity3.14%
Consumer StaplesEquity2.87%
FinancialEquity2.78%
TechnologyEquity1.90%
ServicesEquity1.87%
Capital GoodsEquity1.78%
TechnologyEquity1.72%
AutomobileEquity1.70%
HealthcareEquity1.59%
Consumer StaplesEquity1.58%
Consumer DiscretionaryEquity1.49%
Consumer StaplesEquity1.48%
EnergyEquity1.34%
InsuranceEquity1.33%
Capital GoodsEquity1.31%
Metals & MiningEquity1.22%
EnergyEquity1.11%
EnergyEquity1.08%
Metals & MiningEquity1.05%
ChemicalsEquity0.98%
TechnologyEquity0.97%
Metals & MiningEquity0.97%
ConstructionEquity0.95%
InsuranceEquity0.93%
FinancialEquity0.93%
ServicesEquity0.92%
ServicesEquity0.92%
Capital GoodsEquity0.91%
AutomobileEquity0.90%
HealthcareEquity0.88%
TechnologyEquity0.87%
ChemicalsEquity0.84%
FinancialEquity0.73%
HealthcareEquity0.71%
Capital GoodsEquity0.69%
AutomobileEquity0.66%
Reliance Industries Ltd.
EnergyFutures0.56%
ChemicalsEquity0.56%
Consumer StaplesEquity0.55%
Consumer StaplesEquity0.53%
AutomobileEquity0.53%
AutomobileEquity0.53%
ServicesEquity0.50%
ServicesEquity0.44%
GOI
SovereignGOI Sec0.39%
AutomobileEquity0.34%
TechnologyEquity0.33%
AutomobileEquity0.25%
FinancialEquity0.18%
Avenue Supermarts Ltd.
ServicesFutures0.02%
Clearing Corporation of India
OthersCP0.02%
Shubh Shanti Services Ltd.
ConstructionEquity0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.8%12.5%14.9%17.0%
Category average9.3%15.0%17.1%NA
Rank with in category10811587NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
10.8%19.1%48,870.60
5
11.7%18.1%75,863.08
5
8.9%17.8%6,933.59
5
7.9%15.8%39,779.26
4
9.2%14.8%7,925.01

Expense ratio, exit load and tax

Expense ratio: 1.74%

Inclusive of GST

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Karthikraj Lakshmanan
Sep 2022 - Present
View details

Education
Mr. Lakshmanan is Commerce Graduate, PGDBM (from SPJIMR, Mumbai), CA and has cleared CFA Level 3 (US CFAI).
Experience
Prior to joining UTI Mutual Fund, he was associated with Baroda BNP Paribas AMC (Jul 14, 2008), ICICI Prudential AMC as Senior Research Analyst (Mar 9, 2007-Jul 10, 2008), Goldman Sachs Services Pvt. Ltd. as Business Analyst (Apr 3, 2006-Mar 6, 2007) and with ICICI Bank as Management Trainee.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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