About Fund
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. However, there can be no assurance or guarantee that the investm ent objective of the scheme would be achieved.
The UTI Large cap Fund Growth Option – Direct has an AUM of 11203.47 crores & has delivered CAGR of 10.93 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.92%. The minimum investment in UTI Large cap Fund Growth Option – Direct is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries, Infosys.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations, Auto & Truck Manufacturers.
Some of the similar funds are Aditya Birla Sun Life Large Cap Fund Direct Plan Growth, Canara Robeco Large Cap Fund Direct Plan Growth, Kotak Large Cap Direct Growth, Franklin India Large Cap Fund Direct Growth, UTI Large cap Fund Growth Option – Direct. UTI Large cap Fund Growth Option – Direct has a sharpe ratio of 0.31 & a standard deviation of 13.18%.
