UTI Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
10.81%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Feb 2025₹277.93
Min. SIP amount₹100
Rating3
Fund size₹12,481.94Cr

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 returns8.2%10.8%15.2%13.7%
Category average4.0%12.1%15.3%NA
Rank with in category66225NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
7.1%18.4%35,667.30
5
7.1%15.8%63,296.96
5
-0.6%14.3%490.70
4
10.3%13.3%14,579.48
4
5.7%12.8%1,726.23

Holdings (64)

NameSectorInstrumentAssets
FinancialEquity9.47%
FinancialEquity8.25%
TechnologyEquity6.32%
CommunicationEquity4.40%
EnergyEquity3.84%
ServicesEquity3.19%
FinancialEquity3.15%
ConstructionEquity3.05%
AutomobileEquity2.67%
FinancialEquity2.60%
FinancialEquity2.37%
Consumer StaplesEquity2.27%
TechnologyEquity2.10%
FinancialEquity2.05%
InsuranceEquity2.03%
HealthcareEquity1.93%
ConstructionEquity1.65%
Consumer StaplesEquity1.53%
TechnologyEquity1.49%
TechnologyEquity1.34%
Consumer StaplesEquity1.29%
TechnologyEquity1.27%
InsuranceEquity1.24%
EnergyEquity1.24%
EnergyEquity1.18%
Metals & MiningEquity1.13%
HealthcareEquity1.09%
HealthcareEquity1.02%
Consumer StaplesEquity1.01%
ServicesEquity0.98%
Metals & MiningEquity0.97%
Capital GoodsEquity0.93%
AutomobileEquity0.91%
EnergyEquity0.87%
AutomobileEquity0.83%
Metals & MiningEquity0.82%
EnergyEquity0.79%
AutomobileEquity0.77%
FinancialEquity0.76%
Capital GoodsEquity0.70%
HealthcareEquity0.70%
ServicesEquity0.69%
ChemicalsEquity0.68%
ServicesEquity0.68%
ServicesEquity0.68%
AutomobileEquity0.65%
ChemicalsEquity0.65%
Consumer DiscretionaryEquity0.64%
EnergyEquity0.62%
ServicesEquity0.62%
AutomobileEquity0.62%
Consumer StaplesEquity0.61%
TechnologyEquity0.57%
ServicesEquity0.49%
DiversifiedEquity0.44%
AutomobileEquity0.43%
Consumer StaplesEquity0.43%
Capital GoodsEquity0.43%
Reserve Bank of India
FinancialT-Bills0.40%
AutomobileEquity0.39%
TextilesEquity0.16%
Reserve Bank of India
FinancialT-Bills0.14%
Clearing Corporation of India
OthersCP0.02%
Shubh Shanti Services Ltd.
ConstructionEquity0.00%
See All

Pros and cons

Category: Equity Large Cap

Pros

Lower expense ratio: 0.96%
1Y and 10Y annualised returns higher than category average

Cons

3Y and 5Y annualised returns lower than category average
Lower alpha: -1.83 The fund has generated returns lower than benchmark - BSE 100 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.96%

Inclusive of GST

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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
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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