UTI Mastershare Fund (Equity, Large Cap)

Moderately High
33 yrs 4 monthsStarted on:18 Oct 1986
₹ 6476.53 Cras on: 17 Jan 2020
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap companies.

Exit Load

Scheme Documents

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TenureReturns (CAGR)
1 Month2.67
3 Month8.05
1 YR12.78
2 YR5.36
3 YR12.45

SIP Returns

TenureReturns (CAGR)
1 YR17.43
2 YR10.34
3 YR9.64
5 YR9.79
10 YR11.45


Company Name% Assets
ICICI Bank Ltd.9.11
HDFC Bank Ltd.7.99
Infosys Ltd.6.26
Housing Development Finance Corpn. Ltd.5.73
Tata Consultancy Services Ltd.4.78
Bharti Airtel Ltd.3.76
Axis Bank Ltd.3.68
Kotak Mahindra Bank Ltd.2.97
Reliance Industries Ltd.2.84
Larsen & Toubro Ltd.2.74

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio19
Standard Deviation11.65%
Sharpe Ratio0.59

Swati Anil Kulkarni

Mrs. Kulkarni is a B.Com (H), MBA (Finance). from Narsee Monjee Institute of Management Studies, Mumbai, CFA and a CAIIB.
Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.

Other Funds Managed by Swati Anil Kulkarni

  • Nav as on 17 Jan 20 202.38
    Returns since inception (CAGR) 16.41%
    Value Research NA