UTI Large Cap Fund
Direct · Growth ₹293.08
20 Jul 2026
NAV
13.7%
3Y CAGR
13.8%
5Y CAGR
13.6%
10Y CAGR
13.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.90
Sharpe
-34.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.69 L | 15.8% | -52.5% | 89.1% |
| 3 Years | ₹36.00 L | ₹43.37 L | 13.3% | -17.8% | 34.6% |
| 5 Years | ₹60.00 L | ₹85.00 L | 13.6% | -6.4% | 23.2% |
| 7 Years | ₹84.00 L | ₹1.40 Cr | 13.8% | -0.3% | 19.6% |
| 10 Years | ₹1.20 Cr | ₹2.47 Cr | 13.9% | 10.4% | 17.0% |
| 12 Years | ₹1.44 Cr | ₹3.41 Cr | 13.3% | 10.7% | 15.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 15.8% | 14.5% | 14.2% | +1.3% |
| 3 Years | 13.3% | 11.2% | 14.4% | +2.2% |
| 5 Years | 13.6% | 10.4% | 14.1% | +3.1% |
| 7 Years | 13.8% | 10.6% | 14.1% | +3.2% |
| 10 Years | 13.9% | 11.5% | 14.4% | +2.4% |
| 12 Years | 13.3% | 11.4% | 14.2% | +1.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.3% | 11.6% | -28.0% | 89.1% | 0.50 | 1.56 | 84% | — | — |
| 3 Years | 13.7% | 13.7% | -3.9% | 29.7% | 1.51 | 7.13 | 99% | — | — |
| 5 Years | 13.8% | 14.6% | -0.7% | 24.9% | 1.82 | 10.95 | 100% | — | — |
| 10 Years | 13.6% | 13.6% | 10.5% | 16.0% | 5.90 | — | 100% | — | — |
-34.7%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.44
1Y
0.40
3Y
0.40
5Y
0.39
7Y
0.39
10Y
0.41
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.76 | 0.98 | 97.1% | 95.9% | -2.1% | -3.1% |
| 3 Years | +1.74 | 0.92 | 93.6% | 91.0% | 9.0% | 7.3% |
| 5 Years | +0.74 | 0.93 | 92.8% | 91.3% | 9.6% | 9.1% |
| 7 Years | +2.10 | 0.91 | 92.9% | 90.4% | 12.8% | 11.1% |
| 10 Years | +1.34 | 0.92 | 92.6% | 90.5% | 12.0% | 11.1% |
| 12 Years | +2.02 | 0.92 | 92.9% | 90.1% | 11.8% | 10.1% |
| 15 Years | +1.90 | 0.91 | 92.3% | 89.4% | 11.4% | 9.8% |