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NAV: 08 Sep 2025
₹24.89
Rating
2
Min. SIP amount
₹500
Fund size
₹5,497.34Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (50)
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Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Large Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -8.9% | 15.6% | 20.7% | 13.5% |
| Category average | -2.0% | 13.7% | 18.8% | NA |
| Rank with in category | 87 | 22 | 12 | NA |
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Peer Comparison
| Equity, Large Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | 5 | 3.6% | 19.8% | 44,164.76 |
ICICI Prudential Large Cap Fund Direct Growth | 5 | 2.0% | 18.1% | 71,787.87 |
DSP Large Cap Fund Direct Growth | 5 | 1.3% | 17.7% | 6,398.93 |
HDFC Large Cap Fund Direct Growth | 5 | -1.2% | 16.1% | 38,116.69 |
Canara Robeco Large Cap Fund Direct Growth | 4 | 2.5% | 16.0% | 16,406.92 |
Expense ratio, exit load and tax
Expense ratio: 0.34%
Inclusive of GST
Exit load
Nil
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%.
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Check past data
Fund management
Sharwan Kumar GoyalJul 2018 - PresentView details
Sharwan Kumar Goyal
Jul 2018 - Present
View details
Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes
Ayush JainMay 2022 - PresentView details
Ayush Jain
May 2022 - Present
View details
Education
Mr. Jain is B.Com, C.A and CFA (level 1).
Experience
Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Also manages these schemes
Deepesh AgarwalMay 2022 - PresentView details
Deepesh Agarwal
May 2022 - Present
View details
Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
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
NAWebsite
www.utimf.com
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Large Cap
Pros
Exit load is zero
Lower expense ratio: 0.34%
3Y and 5Y annualised returns higher than category average
Cons
1Y annualised returns lower than category average by 6.89%
Low rating: 2
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