UTI Large Cap Fund(IDCW)

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IDCW

EquityLarge Cap Fund

Large-size FundAssets Under Mgmt: ₹ 12,859 Cr

Very High RiskPrinciple investment will be at very high risk

62.110.10% (+0.06)

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EquityLarge Cap Fund

Large-size FundAssets Under Mgmt: ₹ 12,859 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.93	43.42	0.80

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.46	38.89	0.92

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% Nil upto 10% of units and 1% for remaining units on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 5,000 Initial: ₹ 5,000 Incremental: ₹ 1,000

BenchmarkBenchmark
BSE 100 - TRI

About Large Cap Fund

Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.

Peers & Comparison

Comparing 3 mutual funds from
EquityLarge Cap Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
UTI Large Cap Fund(IDCW)	11.41%	9.04%	7.40%
ICICI Pru Bluechip Fund(IDCW-Payout)	14.60%	12.65%	11.16%
SBI BlueChip Fund(IDCW-Payout)	15.65%	14.83%	14.05%
Mirae Asset Large Cap Fund(IDCW)	6.29%	9.68%	14.11%

Price Comparison

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UTI Large Cap Fund(IDCW)

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AMC Profile

UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.

No.of Schemes
66
Total AUM
₹ 2,18,166.29 Cr.

Fund Manager Profile

Karthikraj Lakshmanan

AUM: ₹15,841.15 Cr.

Exp: 5yrs

Qualification

B.Com, PGDBM, ACA, CFA (US CFAI).

Past Experience

Data not available

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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UTI Large Cap Fund(IDCW)