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Fund Overview of UTI Large Cap Fund Regular Plan-Growth
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₹11,435.7 CrAUM
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₹271.34NAV
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1.85%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
UTI Large Cap Fund Regular Plan-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.30% | NA | 2.02% |
| 6 Months | 4.63% | NA | 10.55% |
| 1 Year | -2.80% | -2.80% | -1.10% |
| 2 Years | 2.34% | 1.16% | 17.47% |
| 3 Years | 28.87% | 8.82% | 15.47% |
| 5 Years | 34.75% | 6.15% | 19.14% |
| 7 Years | 115.99% | 11.63% | NA |
| 10 Years | 188.50% | 11.18% | 12.83% |
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As on Thu Nov 05, 2026
Asset Allocation of UTI Large Cap Fund Regular Plan-Growth
equities
97.61%debt instruments
0.41%other assets or cash equivalents
1.97%Large Cap: 86.99%
Mid Cap: 10.98%
Small Cap: 2.03%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
UTI Large Cap Fund Regular Plan-Growth is one Equity mutual fund offered by UTI Mutual Fund. the fund aims Long term capital appreciation. Investment predominantly in equity instruments of large-cap companies It manages assets worth ₹11,435.7 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.85%. Fund Manager Manager Education
About FundAbout UTI Large Cap Fund Regular Plan-Growth
The portfolio allocation consists of 97.61% in equities, 0.41% in debt instruments, 1.97% in other assets or cash equivalents.Managed by Karthikraj Lakshmanan, it has delivered a return of -2.80% in the last year, a total return since inception of 16.42%.
While evaluating wealth creation strategies many investors also look at best sip to invest depending on risk profile.
Karthikraj Lakshmanan
Mr. Lakshmanan is Commerce Graduate, PGDBM (from SPJIMR, Mumbai), CA and has cleared CFA Level 3 (US CFAI).
Key Metrics of UTI Large Cap Fund Regular Plan-Growth
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Standard Deviation13.89%
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Mean7.82%
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Sharpe Ratio0.16%
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Alpha-1.65%
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Beta0.93%
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Sortino Ratio0.20%
UTI Large Cap Fund Regular Plan-Growth Fund Details
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Compare Mutual Funds
UTI Large Cap Fund Regular Plan-Growth Fund Returns Comparison
Compare UTI Large Cap Fund Regular Plan-Growth with other mutual funds in the same category
UTI Large Cap Fund Regular Plan-Growth
UTI BSE Sensex Next 50 ETF-Growth
SBI BSE Sensex Next 50 ETF-IDCW
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI BSE Sensex Next 50 ETF-Growth  |
₹32 | 3.40% | -3.88% | -0.90% | 15.83% | 13.08% |
| SBI BSE Sensex Next 50 ETF-IDCW |
₹24 | 3.37% | -3.92% | -0.94% | 15.78% | 13.04% |
| Nippon India ETF BSE Sensex Next 50-Growth |
₹138 | 3.37% | -3.94% | -1.02% | 15.64% | 12.85% |
| Nippon India Large Cap Fund Direct-Growth |
₹51,296 | 6.68% | -1.63% | -2.81% | 12.56% | 12.75% |
| Nippon India Large Cap Fund Direct-IDCW |
₹51,296 | 6.68% | -1.63% | -2.81% | 12.56% | 12.75% |
| Nippon India Large Cap Fund-Growth |
₹51,296 | 6.61% | -1.82% | -3.57% | 11.62% | 11.81% |
| Nippon India Large Cap Fund-IDCW |
₹51,296 | 6.61% | -1.82% | -3.57% | 11.62% | 11.81% |
| Aditya Birla Sun Life Nifty Next 50 ETF-Growth |
₹53 | 3.75% | -3.41% | 3.21% | 17.84% | 11.71% |
| UTI Nifty Next 50 Exchange Traded Fund-Growth |
₹2,197 | 3.77% | -3.47% | 3.19% | 17.82% | 11.71% |
| ICICI Prudential Nifty Next 50 ETF-Growth |
₹2,612 | 3.76% | -3.50% | 3.00% | 17.73% | 11.65% |
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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UTI Nifty 50 ETF
|
₹69,624 | 8.82% | -0.27% | 2.93% | -3.18% | 9.62% |
|
UTI BSE Sensex ETF-IDCW
|
₹54,461 | 9.61% | 1.01% | 3.80% | -4.08% | 8.32% |
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UTI Nifty 50 Index Fund Direct-Growth
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₹28,064 | 8.81% | -0.31% | 2.86% | -3.33% | 9.43% |
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UTI Nifty 50 Index Fund Regular Plan-Growth
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₹28,064 | 8.80% | -0.34% | 2.80% | -3.44% | 9.30% |
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UTI Nifty 50 Index Fund Direct-IDCW
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₹28,064 | 8.81% | -0.31% | 2.86% | -3.33% | 9.43% |
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UTI Nifty 50 Index Fund Regular Plan-IDCW
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₹28,064 | 8.80% | -0.34% | 2.80% | -3.44% | 9.30% |
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UTI Large Cap Fund Direct-Growth
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₹11,436 | 8.26% | 0.47% | 5.02% | -2.04% | 9.72% |
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UTI Large Cap Fund Regular Plan-IDCW
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₹11,436 | 8.20% | 0.30% | 4.63% | -2.80% | 8.82% |
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UTI Large Cap Fund Direct-IDCW
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₹11,436 | 8.26% | 0.47% | 5.02% | -2.04% | 9.72% |
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growth is based on 1-month returns of the fundsUTI Large Cap Fund Regular Plan-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Nifty 50 ETF-IDCW |
₹203,017 | ₹264.57 | 9.60% | 7.76% | 12.50% |
| SBI BSE Sensex ETF |
₹115,576 | ₹885.15 | 8.31% | 7.01% | 12.49% |
| ICICI Prudential Large Cap Fund Direct-Growth |
₹76,352 | ₹120.53 | 12.21% | 10.90% | 14.00% |
| ICICI Prudential Large Cap Fund-Growth |
₹76,352 | ₹109.00 | 11.59% | 10.26% | 13.23% |
| ICICI Prudential Large Cap Fund Direct-IDCW |
₹76,352 | ₹60.98 | 12.21% | 10.90% | 14.00% |
| ICICI Prudential Large Cap Fund-IDCW |
₹76,352 | ₹29.39 | 11.59% | 10.26% | 13.23% |
| UTI Nifty 50 ETF |
₹69,624 | ₹272.44 | 9.62% | 7.77% | 12.51% |
| Nippon India ETF Nifty 50 Bees |
₹65,179 | ₹279.96 | 9.62% | 7.78% | 12.50% |
| UTI BSE Sensex ETF-IDCW |
₹54,461 | ₹879.95 | 8.32% | 7.01% | 12.52% |
| SBI Large Cap Fund-Growth |
₹52,373 | ₹94.14 | 10.28% | 8.47% | 11.58% |
View More
Top funds are based on Fund AUM
UTI Large Cap Fund Regular Plan-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 9.72% | ₹1,236.85 Cr |
| Hdfc Bank Ltd | Financial | 9.22% | ₹1,235.01 Cr |
| Hdfc Bank Ltd | Financial | 9.12% | ₹1,214.91 Cr |
| Hdfc Bank Ltd | Financial | 9.14% | ₹1,210.13 Cr |
| Hdfc Bank Ltd | Financial | 9.14% | ₹1,210.13 Cr |
| Hdfc Bank Ltd | Financial | 9.28% | ₹1,191.02 Cr |
| Hdfc Bank Ltd | Financial | 9.37% | ₹1,185.77 Cr |
| Hdfc Bank Ltd | Financial | 9.82% | ₹1,175.48 Cr |
| Hdfc Bank Ltd | Financial | 9.82% | ₹1,175.48 Cr |
| Hdfc Bank Ltd | Financial | 9.82% | ₹1,175.48 Cr |
| Hdfc Bank Ltd | Financial | 9.00% | ₹1,165.64 Cr |
| Icici Bank Ltd | Financial | 9.52% | ₹1,140.30 Cr |
| Icici Bank Ltd | Financial | 9.52% | ₹1,140.30 Cr |
| Icici Bank Ltd | Financial | 9.52% | ₹1,140.30 Cr |
| Icici Bank Ltd | Financial | 9.27% | ₹1,130.03 Cr |
| Icici Bank Ltd | Financial | 9.27% | ₹1,130.03 Cr |
| Icici Bank Ltd | Financial | 9.27% | ₹1,130.03 Cr |
| Hdfc Bank Ltd | Financial | 9.11% | ₹1,098.23 Cr |
| Hdfc Bank Ltd | Financial | 9.15% | ₹1,084.90 Cr |
| Icici Bank Ltd | Financial | 8.48% | ₹1,078.50 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI BSE Sensex Next 50 ETF-Growth |
₹92.49 | 15.83% | 13.08% | - |
| SBI BSE Sensex Next 50 ETF-IDCW |
₹927.25 | 15.78% | 13.04% | - |
| Nippon India ETF BSE Sensex Next 50-Growth |
₹90.50 | 15.64% | 12.85% | - |
| Nippon India Large Cap Fund Direct-Growth |
₹101.36 | 12.56% | 12.75% | - |
| Nippon India Large Cap Fund Direct-IDCW |
₹40.32 | 12.56% | 12.75% | - |
| Nippon India Large Cap Fund-Growth |
₹89.93 | 11.62% | 11.81% | - |
| Nippon India Large Cap Fund-IDCW |
₹26.29 | 11.62% | 11.81% | - |
| Aditya Birla Sun Life Nifty Next 50 ETF-Growth |
₹75.75 | 17.84% | 11.71% | - |
| UTI Nifty Next 50 Exchange Traded Fund-Growth |
₹77.64 | 17.82% | 11.71% | - |
| ICICI Prudential Nifty Next 50 ETF-Growth |
₹75.84 | 17.73% | 11.65% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Large Cap Fund Regular Plan-Growth
What is the current AUM of UTI Large Cap Fund Regular Plan-Growth?
As of Wed Sep 30, 2026, UTI Large Cap Fund Regular Plan-Growth manages assets worth ₹11,435.7 crore
How has UTI Large Cap Fund Regular Plan-Growth performed recently?
- 3 Months: 0.30%
- 6 Months: 4.63%
What is the long-term performance of UTI Large Cap Fund Regular Plan-Growth?
- 3 Years CAGR: 8.82%
- 5 Years CAGR: 6.15%
- Since Inception: 16.42%
What is the portfolio composition of UTI Large Cap Fund Regular Plan-Growth?
Equity: 97.61%, Debt: 0.41%, Others: 1.97%.
Who manages UTI Large Cap Fund Regular Plan-Growth?
UTI Large Cap Fund Regular Plan-Growth is managed by Karthikraj Lakshmanan from UTI Mutual Fund.
What is the market-cap allocation of UTI Large Cap Fund Regular Plan-Growth?
Large Cap: 86.99%, Mid Cap: 10.98%, Small Cap: 2.03%.
Which are the top companies UTI Large Cap Fund Regular Plan-Growth has invested in?
- HDFC Bank Ltd – 9.72% of the fund's portfolio
- HDFC Bank Ltd – 9.22% of the fund's portfolio
- HDFC Bank Ltd – 9.12% of the fund's portfolio
- HDFC Bank Ltd – 9.14% of the fund's portfolio
- HDFC Bank Ltd – 9.14% of the fund's portfolio
Which are the major sectors UTI Large Cap Fund Regular Plan-Growth focuses on?
- Financial – 186.55% of the fund's portfolio
View more FAQ's
