27
Large CapAvoid
UTI Large Cap
UTI · Direct–Growth · rank #30 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-1.4%
+0.4% vs index
3 Years
8.6%
+0.4% vs index
5 Years
7.4%
-0.4% vs index
Since launch
12.6%
Year-by-year performance
2021
+30.8%+5.5% vs index
2022
-0.9%-6.3% vs index
2023
+21.9%+0.8% vs index
2024
+12.2%+2.4% vs index
2025
+9.4%-2.2% vs index
2026
-5.9%+1.8% vs index
Why this score
UTI Large Cap scores 27/100 — #30 of 35 Large Cap fund (Avoid). It stands out for volatility — beating 95% of peers on volatility. The main drag is its 3y return (better than only 5% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return8.62% · 5th percentile in category
5Y return7.41% · 13th percentile in category
Volatility12.43 · 95th percentile in category
Sharpe ratio0.16 · 13th percentile in category
Alpha-0.50 · 8th percentile in category
Sortino ratio0.22 · 14th percentile in category
Top holdings
1.ICICI Bank Ltd9.46%
2.HDFC Bank Ltd8.87%
3.Reliance Industries Ltd5.1%
4.Kotak Mahindra Bank Ltd4.45%
5.Infosys Ltd4.33%
62 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.