UTI Large Cap Fund Direct Growth
Scheme code: INF789F01US8
NAV value:
₹ 299.2654
NAV date: 26 August, 2025
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Large Cap Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | -3.33 | 39.09 | 13.23 | 16.76 |
| 3 year | 7.52 | 31.22 | 16.43 | 16.43 |
| 5 year | 6.85 | 25.51 | 15.07 | 15.07 |
| 7 year | 6.65 | 17.06 | 13.28 | 13.28 |
| 10 year | 10.48 | 16.44 | 13.77 | 13.77 |
| 12 year | 13.49 | 15.69 | 14.51 | 14.51 |
Rolling return for 1 year
- Average return: 13.23% - Median return: 10.87% - Average standard deviation: 4.09Rolling return for 3 year
- Average return: 16.43% - Median return: 15.82% - Average standard deviation: 1.76Rolling return for 5 year
- Average return: 15.07% - Median return: 14.97% - Average standard deviation: 0.92Rolling return for 7 year
- Average return: 13.28% - Median return: 13.37% - Average standard deviation: 0.66Rolling return for 10 year
- Average return: 13.77% - Median return: 13.91% - Average standard deviation: 0.43Rolling return for 12 year
- Average return: 14.51% - Median return: 14.46% - Average standard deviation: 0.36SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,42,795 | 42,795 | 3.57 |
| 3 year | 36,00,000 | 44,66,574 | 8,66,574 | 7.46 |
| 5 year | 60,00,000 | 89,21,009 | 29,21,009 | 8.26 |
| 7 year | 84,00,000 | 1,37,59,160 | 53,59,160 | 7.30 |
| 10 year | 1,20,00,000 | 2,49,17,055 | 1,29,17,055 | 7.58 |
| 12 year | 1,44,00,000 | 3,46,04,813 | 2,02,04,813 | 7.58 |
Comparison vs benchmark returns
| Index | Metrics |
|---|