UTI Large Cap Fund Regular Plan-IDCW Reinvestment
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Equity, Large Cap, Principal at very high risk
1 Year Return 5.82% at 05 Feb 2026 10:12 AM
Fund Details
NAV 54.8431
Sub-Type Large Cap
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 39.3
Fund Size(in Crores) 13321.56
Fund Performance
1 Month -2.37%
3 Month -0.29%
6 Month 2.91%
1 Year 5.82%
3 Year 13.04%
5 Year 11.31%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.9%) Market Cap Large Cap 82.55 Small Cap 6.76 Mid Cap 8.59 Top Sectors Financial 31.22 Technology 11.25 Services 7.63 Automobile 6.98 Energy 6.97 Consumer Staples 6.82 Capital Goods 4.33 Communication 4.12 Construction 3.75 Metals & Mining 3.35 Materials 3.27 Healthcare 3.01 Consumer Discretionary 2.74 Insurance 1.89 Chemicals 0.58 Top Holding Wipro 1.06 State Bank of India 2.9 Metropolis Healthcare 0.86 Sona BLW Precision Forgings 0.34 Jubilant FoodWorks 0.87 Bharat Petroleum Corporation 1.19 Avenue Supermarts 2.3 HCL Technologies 0.62 Tech Mahindra 0.37 Havells India 0.86 NTPC 0.29 Polycab India 1.44 Tata Motors 1.09 Hyundai Motor 0.49 HDFC AMC 0.97 Dixon Technologies (India) 0.81 Axis Bank 2.9 Balkrishna Industries 0.26 Bajaj Finance 3.37 LTIMindtree 1.65 Kotak Mahindra Bank 4.1 ITC 2.74 Tata Motors Passenger Vehicles 1.03 SRF 0.58 ICICI Lombard Gen. Insurance 0.53 Titan Company 1.6 HDFC Life Insurance 1.35 Varun Beverages 0.94 Bajaj Auto 0.94 Indusind Bank 0.79 Sun Pharmaceutical Industries 1.2 LG Electronics India 0.55 Hindustan Aero 1.22 Metro Brands 0.59 Interglobe Aviation 0.83 Samvardhana Motherson 0.6 Tata Capital 0.13 Ultratech Cement 0.98 Tata Consumer Products 1.6 ONGC 0.63 Reliance Industries 4.86 Larsen & Toubro 3.75 Godrej Consumer 1.55 Bharti Airtel 4.12 Infosys 5.77 Shubh Shanti Services 0 PB Fintech 0.35 Trent 0.39 Astral 0.96 Asian Paints 1.33 Info Edge (India) 0.79 Jindal Stainless 1.16 Vedanta 0.89 ICICI Bank 6.94 Maruti Suzuki India 1.64 Tata Consultancy 1.79 Lupin 0.95 HDFC Bank 9.12 Eternal 2.1 Mahindra & Mahindra 0.59 Tata Steel 1.3
Debt & Others (2.1%) Sector Allocation GOI Securities 0.38 Net Current Assets 1.7 Commercial Paper 0.02 Debt Credit Ratings Debt Category Others 1.7 GOI 0.38 Clearing Corporation 0.02
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -2.64% Ret 1Y 9.06% Ret 3Y 15.75% Ret 5Y 13.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -2.64% Ret 1Y 9.06% Ret 3Y 15.75% Ret 5Y 13.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -2.64% Ret 1Y 9.06% Ret 3Y 15.75% Ret 5Y 13.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -1.08% Ret 1Y 12.4% Ret 3Y 18.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -1.08% Ret 1Y 12.4% Ret 3Y 18.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -1.08% Ret 1Y 12.4% Ret 3Y 18.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -2.08% Ret 1Y 9.33% Ret 3Y 13.71% Ret 5Y 12.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -2.08% Ret 1Y 9.33% Ret 3Y 13.71% Ret 5Y 12.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -2.08% Ret 1Y 9.33% Ret 3Y 13.71% Ret 5Y 12.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.65% Ret 1Y 8.8% Ret 3Y 21.09% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.65% Ret 1Y 8.8% Ret 3Y 21.09% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.74%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Karthikraj Lakshmanan
Education Mr. Lakshmanan is Commerce Graduate, PGDBM (from SPJIMR, Mumbai), CA and has cleared CFA Level 3 (US CFAI).
Experience Prior to joining UTI Mutual Fund, he was associated with Baroda BNP Paribas AMC (Jul 14, 2008), ICICI Prudential AMC as Senior Research Analyst (Mar 9, 2007-Jul 10, 2008), Goldman Sachs Services Pvt. Ltd. as Business Analyst (Apr 3, 2006-Mar 6, 2007) and with ICICI Bank as Management Trainee.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 158
Date of Incorporation 1986-10-18
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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