EquityLarge Cap FundDirect · Growth
UTI Large Cap Fund - Direct Plan - Growth Option
UTI · Scheme 120656
₹295.02▼ 0.54%NAV · 2026-09-18
Average FundScore
AUM
₹12,303 cr
Expense ratio
1.07%
3Y CAGR
9.6%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 100 TRI
Fund manager: Swati KulkarniExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Average · 48/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Positive 3Y windows: 99% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 4.8%
- ✓Volatility: 15% annualised
📉 What could drag it down
- •Down 1.5% over the last year — currently out of favour.
- •Weak risk-adjusted returns (Sharpe 0.45) — took on risk without enough payoff.
- •3Y CAGR vs category: -2.8% vs category avg
- •5Y CAGR: +8.6%
FundScore breakdown
48/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.