Archive · 16 Jan 2026
UTI Large Cap Fund's 39-Year Journey
The UTI Large Cap Fund is one of the oldest mutual funds in India, started in 1986.
It has grown investors' money by giving good returns over a long time.
If someone had invested Rs 1 lakh when it started, it would be worth about Rs 2.71 crore today.
The fund invests in big, stable companies like banks and technology firms.
It has seen many ups and downs in the market but has still done well over the years.
Experts say it's a good choice for people who want to invest for a long time and can handle some risk.
UTI Large Cap Fund, launched in 1986, is India's oldest existing equity mutual fund.
The fund has delivered a 15.35% annualised return since inception, turning Rs 1 lakh into Rs 2.71 crore over 39 years.
As of December 31, 2025, the fund manages assets worth Rs 13,322 crore and has a 'Very High' risk rating.
The fund's top sectors include Financial Services (33%), Information Technology (11%), and FMCG (7%).
The fund's portfolio includes top holdings like HDFC Bank, ICICI Bank, Infosys, and Reliance Industries.
- Who
- UTI Mutual Fund
- What
- UTI Large Cap Fund's performance over 39 years
- When
- Launched on October 15, 1986, data as of December 31, 2025
- Where
- India
- Why
- To showcase the fund's long-term performance and wealth creation potential
- Launch Date
- October 15, 1986
- Annualised Return (Since Inception)
- 15.35%
- Assets Under Management (as of Dec 31, 2025)
- Rs 13,322 crore
- Risk Rating
- Very High
- Top Sectors
- Financial Services (33%), IT (11%), FMCG (7%)
- Top Holdings
- HDFC Bank, ICICI Bank, Infosys, Reliance Industries, Bharti Airtel
- Beta
- 0.87
- Standard Deviation
- 10.94%
- Sharpe Ratio
- 0.71
