UTI Large cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Karthikraj Lakshmanan. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.85% |
Benchmark | S&P BSE 100 India TR INR |
AUM | ₹12330 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 16.1% |
Size breakup
UTI Large cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 2.4% | 2.4% |
6 Month Returns | 15.97% | 15.97% |
1 Year Returns | 31.29% | 31.29% |
3 Years Returns | 57.77% | 16.41% |
5 Years Returns | 98.92% | 14.75% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Large cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 0.35 | -1.35 | -0.79 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Large cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 0.88 | 0.92 | 0.92 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Large cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 2.21 | 0.79 | 0.57 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Large cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 9.48 | 12.17 | 17.39 |