26
Large CapAvoid
UTI Large Cap
UTI · Direct–Growth · rank #30 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-7.3%
+1.4% vs index
3 Years
7.0%
+0.5% vs index
5 Years
5.7%
-0.1% vs index
Since launch
12.2%
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
-8.6%+2.1% vs index
Why this score
UTI Large Cap scores 26/100 — #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 return6.99% · 5th percentile in category
5Y return5.68% · 13th percentile in category
Sharpe ratio0.04 · 11th percentile in category
Volatility12.61 · 95th percentile in category
Alpha-0.51 · 8th percentile in category
Sortino ratio0.05 · 11th percentile in category
Top holdings
1.HDFC Bank Ltd9.2%
2.ICICI Bank Ltd8.98%
3.Reliance Industries Ltd5.13%
4.Kotak Mahindra Bank Ltd5.12%
5.Bharti Airtel Ltd4.09%
65 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.