UTI Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
15.14%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Feb 2024₹258.24
Min. SIP amount₹100
Rating3
Fund size₹12,081.66Cr

Return calculator

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

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.4%15.1%16.8%14.3%
Category average39.5%17.3%17.0%NA
Rank with in category795026NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
TechnologyEquity8.65%
FinancialEquity8.23%
FinancialEquity7.45%
EnergyEquity6.16%
CommunicationEquity4.12%
FinancialEquity3.88%
TechnologyEquity3.65%
ServicesEquity3.48%
FinancialEquity3.06%
FinancialEquity2.96%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

Lower expense ratio: 0.85%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
10Y annualised returns higher than category average by 0.89%
Lower alpha: -0.75 The fund has generated returns lower than benchmark - S&P BSE 100 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

Exit load

For more than 10% of investments 1% will be charged if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

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
Stock Holding Corp. of India Ltd.
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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