UTI Large Cap Fund - Regular Plan - Growth Option
NAV as on 02-04-2025
₹ 255.809
₹
2.63
(
1.0267%)
AUM as on 28-02-2025
11,720.45 Cr
Rtn (Since Inception)
13.09%
UTI Large Cap Fund Returns Calculator
Investment Type
SIP Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹ 1,20,000
Profit
₹ 1,23,760
Lumpsum Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹ 10000
Profit
₹ 10541
SCHEME DETAILS
| Category: | Equity: Large Cap |
| Launch Date: | 18-10-1986 |
| Assets Class: | Equity |
| Benchmark: | BSE 100 TRI |
| TER: | 1.78% As on (28-02-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 11,720.45 Cr As on (28-02-2025) |
| Turn over: | 28 |
| Exit Load: | Redemption / Switch out within 12 months from the date of allotment – (i) NIL for upto 10% of the allotted Units (ii) 1.00 % for beyond 10% of the allotted Units. Redemption / Switch out after 12 months from the date of allotment – NIL |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| UTI Large Cap Fund Reg Gr | 18-10-1986 | 5.84 | 17.35 | 9.37 | 22.6 | 10.5 |
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 22.46 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Top 100 Equity Reg Gr | 05-03-2003 | 13.59 | 24.76 | 16.55 | 24.41 | 10.58 |
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 8.22 | 22.48 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Bluechip Equity Reg Gr | 05-08-2010 | 7.53 | 19.99 | 12.49 | 22.99 | 12.45 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 7.27 | 16.47 | 9.98 | 22.6 | 12.21 |
| Franklin India BlueChip Gr | 01-12-1993 | 6.72 | 18.5 | 11.1 | 23.73 | 10.16 |
| SBI Blue Chip Reg Gr | 01-02-2006 | 6.47 | 17.79 | 12.18 | 24.46 | 11.56 |
| Kotak Bluechip Gr | 29-12-1998 | 6.39 | 19.02 | 12.23 | 24.35 | 11.63 |
| ABSL Frontline Equity Gr | 05-08-2002 | 6.28 | 19.7 | 12.47 | 24.86 | 11.36 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Installment Amount
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