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UTI Multi Cap Fund - Regular Plan - Growth Option is an equity scheme managed by UTI Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.10% on assets of ₹1,931Cr. 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 80% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
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.
| 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 | 4.48% |
| ICICI BANK LIMITED | Financial Services | 3.79% |
| RELIANCE INDUSTRIES LIMITED | Energy | 2.52% |
| TUBE INVESTMENTS OF INDIA LIMITED | Industrials | 2.14% |
| LARSEN AND TOUBRO LIMITED | Industrials | 2.11% |
| INFOSYS LIMITED | Technology | 1.99% |
| OIL INDIA LTD. | Energy | 1.91% |
| BHARTI AIRTEL LIMITED | Communication Services | 1.86% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 1.77% |
| AUROBINDO PHARMA LIMITED | Healthcare | 1.72% |
| MARKSANS PHARMA LTD. | Healthcare | 1.63% |
| HDB FINANCIAL SERVICES LIMITED | Financial Services | 1.60% |
| PETRONET LNG LIMITED | Energy | 1.58% |
| JINDAL STAINLESS LIMITED | Basic Materials | 1.57% |
| CRISIL LIMITED | Financial Services | 1.55% |
| LIFE INSURANCE CORPORATION OF INDIA | Financial Services | 1.49% |
| SBI LIFE INSURANCE COMPANY LIMITED | Financial Services | 1.46% |
| AFFLE (INDIA) LIMITED | Technology | 1.44% |
| INDIAMART INTERMESH LIMITED | Consumer Cyclical | 1.42% |
| INOX INDIA LIMITED | Industrials | 1.41% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 1.39% |
| CAPLIN POINT LABORATORIES LIMITED | Healthcare | 1.37% |
| GILLETTE INDIA LIMITED | Consumer Defensive | 1.36% |
| VEDANT FASHIONS LIMITED | Consumer Cyclical | 1.35% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 1.34% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 12 | 26.71% |
| Healthcare | 6 | 10.92% |
| Oil, Gas & Consumable Fuels | — | 9.69% |
| Consumer Services | — | 7.71% |
| Automobile and Auto Components | — | 7.36% |
| Information Technology | — | 6.13% |
| Consumer Durables | — | 5.51% |
| Capital Goods | — | 4.66% |
| Fast Moving Consumer Goods | — | 3.72% |
| Construction | — | 3.01% |
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.
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 24.3% 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.
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 |
|---|
| Kotak Multicap Fund-Regular Plan-Growth | Kotak Mahindra Mutual Fund | ₹25,769 Cr | 1.60% | +19.91% | — | 5★ |
| HSBC Multi Cap Fund - Regular - Growth | HSBC Mutual Fund | ₹5,500 Cr | 2.22% | +19.65% | — | 5★ |
| Bank of India Multi Cap Fund Regular Plan - Growth | Bank of India Mutual Fund | ₹1,074 Cr | 2.24% | +19.56% | — | 5★ |
| Axis Multicap Fund - Regular Plan - Growth | Axis Mutual Fund | ₹9,727 Cr | 2.29% | +19.03% | — | 5★ |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹6,439 Cr | 2.91% | +18.63% | +16.06% | 4★ |
| ITI Multi Cap Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹1,365 Cr | 2.44% | +18.16% | +11.67% | 4★ |
| LIC MF Multi Cap Fund-Regular Plan-Growth | LIC Mutual Fund | ₹1,849 Cr | 3.13% | +17.76% | — | 4★ |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹3,219 Cr | 1.96% | +15.88% | +15.02% | 4★ |
| Union Multicap Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹1,329 Cr | 2.75% | +15.68% | — | 3★ |
| Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Aditya Birla Sun Life Mutual Fund | ₹6,641 Cr | 1.79% | +14.45% | +13.21% | 3★ |