UTI Large cap Fund Direct Payout Inc Dist cum Cap Wdrl

UTI Large cap Fund Direct Payout 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.

1. UTI Large cap Fund Direct Payout Inc Dist cum Cap Wdrl has ₹12608 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 0.9.
   

UTI Large cap Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 13.52% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 13.09%, 16.98% and 22.41% respectively.

UTI Large cap Fund Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Government, Consumer Defensive, Consumer Cyclical, Industrial, Energy, Communication, Health, Basic Materials, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Infosys Ltd, Reliance Industries Ltd, Bharti Airtel Ltd

As it is a large-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. UTI Large cap Fund Direct Payout Inc Dist cum Cap Wdrl has no lock in period.