UTI Large cap Fund Regular Plan Growth

UTI Large cap Fund Regular Plan Growth is an equity fund. This fund was started on 15 October, 1986. The fund is managed by Karthikraj Lakshmanan. The fund could potentially beat inflation in the long-run.

1. UTI Large cap Fund Regular Plan Growth has ₹13074 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.8.
   

UTI Large cap Fund Regular Plan Growth has given a CAGR return of 15.47% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.17%, 15.13% and 18.61% respectively.

UTI Large cap Fund Regular Plan Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Consumer Defensive, Government, Industrial, Energy, Communication, Health, Basic Materials, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Infosys Ltd, Bharti Airtel Ltd, Bajaj Finance 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 100.00 and for SIP is INR 100.00. UTI Large cap Fund Regular Plan Growth has no lock in period.