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UTI Large Cap Fund
Fund Overview
| AUM (Fund size) | ₹13,241 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 20 yrs 3 m since Aug 01, 2005 |
| Benchmark | BSE 100 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.74% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| UTI Large Cap Fund | 0.7% | 5.05% | 10.21% | 12.89% | 14.95% | 12.56% |
| ICICI Prudential Large Cap Fund | 1.8% | 6.62% | 12.7% | 18.63% | 20.0% | 15.08% |
| Nippon India Large Cap Fund | 0.47% | 6.65% | 11.96% | 19.71% | 22.58% | 15.0% |
| HDFC Large Cap Fund | 1.06% | 4.75% | 8.98% | 16.23% | 19.34% | 13.71% |
| SBI Equity Minimum Variance Fund | 0.37% | 5.68% | 9.54% | 14.24% | 16.09% | 9.63% |
| Baroda BNP Paribas Large Cap Fund | 1.6% | 4.48% | 7.08% | 15.97% | 16.59% | 13.24% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| UTI Large Cap Fund | 11.39 | 0.91 | 0.52 | 0.78 |
| ICICI Prudential Large Cap Fund | 11.20 | 0.89 | 0.97 | 1.57 |
| Nippon India Large Cap Fund | 11.59 | 0.92 | 1.04 | 1.64 |
| HDFC Large Cap Fund | 11.53 | 0.92 | 0.80 | 1.26 |
| SBI Equity Minimum Variance Fund | 12.96 | 0.90 | 0.56 | 0.78 |
| Baroda BNP Paribas Large Cap Fund | 12.26 | 0.97 | 0.72 | 1.05 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| UTI Large Cap Fund | 13,241 Cr | 20 yrs 3 m | 1.74% |
| ICICI Prudential Large Cap Fund | 75,863 Cr | 17 yrs 7 m | 1.41% |
| Nippon India Large Cap Fund | 48,871 Cr | 18 yrs 5 m | 1.49% |
| HDFC Large Cap Fund | 39,779 Cr | 29 yrs 3 m | 1.59% |
| SBI Equity Minimum Variance Fund | 229 Cr | 6 yrs 8 m | 0.75% |
| Baroda BNP Paribas Large Cap Fund | 2,729 Cr | 21 yrs 3 m | 1.97% |