UTI Large Cap Fund - Regular Plan - IDCW

UTI Large Cap Fund - Regular Plan - IDCW is a fund scheme from UTI mutual fund. It falls under a Large Cap category. After being launched on 1989-06-01. UTI Large Cap Fund - Regular Plan - IDCW has achieved Rs 12481.94 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 1.76%.

• Investing Strategy:

  The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap companies.

• Performance:

  UTI Large Cap Fund - Regular Plan - IDCW trailing returns over different times are 5.6% (1 year), 10.71% (3 year), 16.37% (5 year). The average annual return of this fund stands at 5.6%

• Fund Manager & Portfolio Allocation:

  Karthikraj Lakshmanan are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, IT - Software, Automobiles, Retailing, Petroleum Products, Sectors. First five holdings of this fund are HDFC BANK LIMITED EQ NEW FV RE. 1/-, ICICI BANK LIMITED EQ NEW FV RS. 2/-, INFOSYS LIMITED EQ FV RS 5, BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-, RELIANCE INDUSTRIES LIMITED EQ, 364 D TBILL MAT - 18/04/25 Companies.