UTI Large Cap Fund Direct-Growth
Benchmark: BSE 100 TRI · Inception: 01/08/2005 · NAV: ₹265.36 (04/09/2026)
AUM: ₹12303 Cr · Expense Ratio: 1.84% · Riskometer: Very High
2.2
★★☆☆☆
Avoid / Switch
Analyst Insight
UTI Large Cap Fund carries an overall rating of 2.2/5 (Avoid / Switch), lagging category peers within the Large Cap category. Its alpha of -1.91 underperformss the category average of 3.38, suggesting room for improvement in active management. The Sharpe ratio of 0.23 sits below the category mean of 3.62, while volatility (std dev 13.52%) is higher than peers (11.87%), indicating relatively higher volatility. With a 5-year CAGR of 6.39% and expense ratio of 1.84%, investors may find stronger risk-adjusted alternatives in this category.
Rating
2/5
Risk Rating
3/5
Return Rating
2/5
Overall Rating
2.2/5
Alpha vs Cat
-1.91 / 3.38
Sharpe vs Cat
0.23 / 3.62
Beta vs Cat
0.93 / 0.61
Std Dev vs Cat
13.52 / 11.87
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | -2.60% |
| 3Y | 7.46% |
| 5Y | 6.39% |
| 10Y | 10.44% |
| Since Launch | 16.43% |
Risk & Return Scores
Sharpe Score1/5
Sortino Score1/5
SD Score4/5
ETM Risk Score2/5
ETM Return Score1/5
Portfolio Allocation
Large Cap 86.7% Mid Cap 10.9% Small Cap 2.4% Debt 0.4%
Strengths
- No notable strengths identified
Watch Points
- ⚠️ Alpha -1.91 below category avg 3.38
- ⚠️ Higher volatility 13.52% vs peers 11.87%
- ⚠️ Low Rating 2/5
- ⚠️ Negative 1Y return (-2.60%) — recent underperformance
- ⚠️ High expense ratio 1.84% (above 1%)