Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
UTI Large Cap Fund - Regular Plan
|
Very High
|
Please wait... |
1.71 |
|||
Very High
|
Please wait... |
1.47 |
||||
Very High
|
Please wait... |
1.61 |
||||
Very High
|
Please wait... |
1.61 |
||||
Very High
|
Please wait... |
1.66 |
₹13,595 Cr
1.00 (365)
100
--
500
6
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap companies.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
1 min read•By News Desk
1 min read•By News Desk
UTI Large Cap Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI Large Cap Fund - Regular Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI Large Cap Fund - Regular Plan is ₹266.9496 as of 14-Aug-2024.
The AUM of UTI Large Cap Fund - Regular Plan Fund is ₹13,595 Cr as of 31-Jul-2024
The riskometer level of UTI Large Cap Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
8.69
|
|
8.20
|
|
7.62
|
|
5.51
|
|
4.66
|
As of 31-Jul-2024, UTI Large Cap Fund - Regular Plan had invested 96.85% in Equity, 2.65% in Cash & Cash Eq. and 0.49% in Debt See More
UTI Large Cap Fund - Regular Plan is 37 years 10 months old. It has delivered 17.42% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
27.17%
|
13.15%
|
18.16%
|
14.14%
|
13.24%
|
17.42%
|
No, There is no lock in period in UTI Large Cap Fund - Regular Plan.
The expense ratio of UTI Large Cap Fund - Regular Plan is 1.71.