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UTI Large Cap Fund - Regular Plan - Growth Option is an equity scheme managed by UTI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 13.39%, with the bottom and top quartiles at 11.49% and 15.36% respectively. It has ranked in the top half of its category for 6 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.94% on assets of ₹12,053Cr. The fund is currently managed by Mr. Karthikraj Lakshmanan, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 94% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 9.11% |
| ICICI BANK LIMITED | Financial Services | 8.04% |
| RELIANCE INDUSTRIES LIMITED | Energy | 5.69% |
| INFOSYS LIMITED | Technology | 4.91% |
| LARSEN AND TOUBRO LIMITED | Industrials | 4.23% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.17% |
| AXIS BANK LIMITED | Financial Services | 2.51% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 2.03% |
| AVENUE SUPERMARTS LIMITED | Consumer Defensive | 1.90% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 1.74% |
| Hindustan Aeronautics Ltd | Industrials | 1.66% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 1.63% |
| STATE BANK OF INDIA | Financial Services | 1.62% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 1.53% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 1.42% |
| HDFC LIFE INSURANCE COMPANY LIMITED | Financial Services | 1.38% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.36% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 1.30% |
| ASIAN PAINTS LIMITED | Basic Materials | 1.29% |
| ITC LIMITED | Consumer Defensive | 1.26% |
| TECH MAHINDRA LIMITED | Technology | 1.22% |
| JINDAL STAINLESS LIMITED | Basic Materials | 1.17% |
| TATA MOTORS PASSENGER VEHICLES LIMITED | Consumer Cyclical | 1.15% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 1.13% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 1.11% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 9 | 33.95% |
| Information Technology | — | 9.67% |
| Oil, Gas & Consumable Fuels | — | 8.34% |
| Automobile and Auto Components | — | 7.44% |
| Consumer Services | — | 7.05% |
| Consumer Durables | — | 5.08% |
| Construction | — | 4.23% |
| Telecommunication | — | 4.17% |
| Fast Moving Consumer Goods | — | 4.15% |
| Capital Goods | — | 3.03% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.28% | 2.59% | 9.83% | 26.25% | 68.62% | 81.9% |
| 3Y | 7.09% | 11.49% | 13.39% | 15.36% | 22.93% | 100.0% |
| 5Y | 7.97% | 10.63% | 14.52% | 17.23% | 20.38% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 44.3% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| quant Large Cap Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹3,138 Cr | 2.53% | +15.69% | — | 5★ |
| BANK OF INDIA Large Cap Fund Regular Plan Growth | Bank of India Mutual Fund | ₹213 Cr | 2.47% | +13.69% | — | 4★ |
| Invesco India Largecap Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹1,722 Cr | 2.08% | +13.55% | +11.83% | 5★ |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹1,164 Cr | 2.63% | +12.73% | — | 4★ |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹2,579 Cr | 2.00% | +12.70% | — | 4★ |
| BANDHAN Large Cap Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹2,007 Cr | 2.34% | +12.69% | +11.17% | 4★ |
| DSP Large Cap Fund - Regular Plan - Growth | DSP Mutual Fund | ₹7,192 Cr | 2.52% | +12.63% | +10.49% | 5★ |
| Taurus Large Cap Fund - Regular Plan - Growth | Taurus Mutual Fund | ₹51 Cr | 2.43% | +11.75% | +9.88% | 4★ |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Mutual Fund | ₹2,688 Cr | 2.00% | +11.28% | +10.80% | 3★ |
| HDFC Large Cap Fund - Growth Option - Regular Plan | HDFC Mutual Fund | ₹38,121 Cr | 1.90% | +10.61% | +11.46% | 3★ |