UTI Large Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.97 | 14.23 | 14.47 | 11.14 |
Average Rolling Returns(%) | 15.11 | 14.19 | 12.41 | 12.18 |
The Current NAV of UTI Large Cap Fund - Regular Plan - Growth is ₹243.50.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 100 , as Funds portfolio is somewhat different.
UTI Large Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.75%
The process for redemption is
The AUM of UTI Large Cap Fund - Regular Plan - Growth is currently ₹12,330 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Infosys and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 35% and 52% of fund’s portfolio respectively.
Top three sectors of UTI Large Cap Fund - Regular Plan - Growth fund are BFSI, IT and Auto accounting for 55% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Large Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Large Cap Fund - Regular Plan - Growth Fund is Equity - Large Cap Fund.
Karthikraj Lakshmanan manages the UTI Large Cap Fund - Regular Plan - Growth Fund.
UTI Large Cap Fund - Regular Plan - Growth current PE ratio is 47.94 and PB ratio is 7.15
The asset allocation of UTI Large Cap Fund - Regular Plan - Growth is Stocks : 97.26%, Debt : 2.27% and Gold : 0.48%
The minimum SIP amount for UTI Large Cap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Large Cap Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year