InvestVerdict
UTI - Large Cap Fund
Regular Plan · Growth · Large Cap · Scheme code 100651
Fund houseUTI Mutual Fund
CategoryLarge Cap
Plan & optionRegular · Growth
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.69 | 4.83 | -1.20 | -0.91 | 8.53 | 7.67 | 12.54 | 10.96 | 10.96 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Large Cap category median |
— | — | — | -0.10 | 11.10 | 9.99 | — | 11.64 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 18.1% | 0.11 | 0.16 | 0.94 | -0.42% | -55.6% | 97.13 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 954 | -52.3% | 10.6% | 90.1% | 21% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.