25
Large CapAvoid
UTI Large Cap
UTI · Direct–Growth · rank #30 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-6.4%
+1.0% vs index
3 Years
6.8%
+0.7% vs index
5 Years
6.6%
-0.2% vs index
Since launch
12.3%
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
-7.9%+2.1% vs index
Why this score
UTI Large Cap scores 25/100 — #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 2% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return6.76% · 2nd percentile in category
5Y return6.62% · 13th percentile in category
Sharpe ratio0.02 · 8th percentile in category
Volatility12.45 · 95th percentile in category
Alpha-0.34 · 5th percentile in category
Sortino ratio0.03 · 8th percentile in category
Top holdings
1.ICICI Bank Ltd9.27%
2.HDFC Bank Ltd8.64%
3.Reliance Industries Ltd5.02%
4.Kotak Mahindra Bank Ltd4.83%
5.Bharti Airtel Ltd3.96%
66 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.