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MF_120656

UTI Large Cap Fund - Direct Plan - Growth Option

Equity Scheme - Large Cap Fund

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End Amount
₹48,634.79
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.11%
MF_120656 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
6.93%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.95
Volatility vs Benchmark
Sharpe Ratio
0.44
Risk-Adjusted Return
Sortino Ratio
0.65
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 51% 10% 12%
60 days 50% 7% 7%
90 days 49% 6% 5%
180 days 48% 5% 3%
1Yr 45% 4% 2%
3Yr 42% 2% 1%
5Yr 40% 1% 1%
7Yr 44% 1% 0%
10Yr 54% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Large Cap Fund - Direct Plan - Growth Option Nifty 50
30 days 25.6% | -62.5% | 17.0% | 170.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -21.4% | -47.1% | 17.0% | 118.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -21.6% | -38.0% | 15.3% | 100.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -8.4% | -12.5% | 11.3% | 58.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.0% | 3.1% | 13.6% | 23.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 5.8% | 4.7% | 14.4% | 21.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 11.7% | 9.6% | 13.4% | 15.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.2% | 11.0% | 13.5% | 15.6% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 May 8, 2013 107 days 8% Nifty 50: 10% 10082 9298 10095
May 17, 2013 Oct. 19, 2013 155 days 14% Nifty 50: 14% 10259 8800 10299
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 15498 14480 15542
March 3, 2015 Aug. 31, 2016 547 days 21% Nifty 50: 22% 16862 13347 16882
Sept. 8, 2016 Feb. 23, 2017 168 days 11% Nifty 50: 12% 17168 15226 17183
Jan. 23, 2018 July 27, 2018 185 days 9% Nifty 50: 9% 21373 19363 21440
Aug. 31, 2018 June 1, 2019 274 days 15% Nifty 50: 14% 22391 19038 22428
June 3, 2019 Oct. 31, 2019 150 days 9% Nifty 50: 11% 22428 20416 22450
Feb. 13, 2020 Nov. 5, 2020 266 days 35% Nifty 50: 37% 23724 15503 23927
Jan. 14, 2021 Feb. 3, 2021 20 days 7% Nifty 50: 7% 28912 26967 29158
Feb. 15, 2021 May 21, 2021 95 days 6% Nifty 50: 6% 30207 28421 30263
Nov. 12, 2021 Jan. 12, 2022 61 days 8% Nifty 50: 8% 37511 34412 37615
Jan. 17, 2022 June 29, 2023 528 days 19% Nifty 50: 16% 37880 30600 38207
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 40680 38279 40740
Sept. 26, 2024 Oct. 30, 2026 764 days 16% Nifty 50: 15% 54127 45526 48635