This mutual fund scheme yielded 20.82% annual returns in 5 yrs, is this a right time to invest?
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the UTI Large Cap fund, its portfolio and performance to help you make an informed investment decision.#sr_widget.onDemand p, #stock_pro.onDemand p{font-size: 14px;line-height: 1.28;} .onDemand .live_stock{left:17px;padding:1px 3px 1px 5px;font-size:12px;font-weight:600;line-height:18px;top:9px} #sr_widget.onDemand .sr_desc{margin:0 auto 0;} #sr_widget.onDemand .sr_desc{color: #024d99;margin-top:10px;} #sr_widget.onDemand .crypto .live_stock .lb-icon{8px 6px 5px 3px !important} #sr_widget.crypto.onDemand a.text{border-bottom:1px solid #ccc;padding-bottom:5px;display:block;width:100%} #sr_widget.onDemand .sr_desc .text p, #stock_pro.onDemand .sr_desc .text p{font-size:12px;font-weight:400;}
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BASIC FACTS
DATE OF LAUNCH18 OCT 1986
CATEGORY
EQUITY
TYPE
LARGE CAP
AUM*
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Rs.12,180 croreBENCHMARK
BSE 100 TOTAL
RETURN INDEX
WHAT IT COSTS
NAV**GROWTH OPTION
Rs.264.45
IDCW
Rs.53.54
MINIMUM INVESTMENT
Rs.100
MINIMUM SIP AMOUNTRs.100
EXPENSE RATIO# (%)1.75
EXIT LOAD
For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days.
*AS ON 31 MAR 2025
**AS ON 22 APR 2025
#AS ON 31 MAR 2025
FUND MANAGER
KARTHIKRAJ LAKSHMANAN
2 YEARS, 6 MONTHS
Recent portfolio changes
New entrantsBajaj Auto (Feb).
Complete exits
3M India, Page Industries (Feb).
FSN E-Commerce Ventures (Mar).
Should You Buy
The oldest running fund in the country (earlier known as UTI Mastershare) adopts a conservative, index-conscious approach in the large-cap space. Its preference is competitive franchises with high earnings potential, yet showing valuation comfort. The fund manager runs a well-diversified portfolio but retains large positions in the top few bets. After experiencing chronic underperformance for years, it enjoyed a sharp turnaround in 2020 and 2021, but has again slipped in recent years. The fund has put in an improved show in the last one year, but this cannot yet be termed as a turnaround.
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This story originally appeared on: India Times - Author:Faqs of Insurances
