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Axis Growth Opportunities Fund vs UTI Large & Mid Cap Fund compare

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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tortoise-icon Axis Large & Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Large & Mid Cap Fund - Regular Plan - Growth
Fund UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Large & Mid Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹4866 Cr ₹14954 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Jul 2005 22 Oct 2018
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 32% 23%
Expense Ratio 1.9 1.7
Manager V Srivatsa Shreyash Devalkar
ISIN Code INF789F01869 INF846K01J79
Exits Load UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Large & Mid Cap Fund - Regular Plan - Growth
1 Month 0.65% -0.09%
6 Month 6.48% 4.48%
1 Year 4.37% 2.86%
3 Year 24.58% 20.44%
5 Year 27.33% 22.87%

SIP Return Analysis

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Large & Mid Cap Fund - Regular Plan - Growth
6 Month 8.65% 8.74%
1 Year 10.42% 10.29%
3 Year 22.51% 19.3%
5 Year 22.08% 18.28%

Rolling Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Large & Mid Cap Fund - Regular Plan - Growth
1 Year 9.68% 19.51%
3 Year 9.67% 19.9%
5 Year 11.04% 21.9%

Risk Management

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Large & Mid Cap Fund - Regular Plan - Growth
Standard Deviation 13.80% 13.65%
Sharp 1.35% 1.11%
Beta 0.96% 0.87%
Alpha 5.73% 3.35%

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Fund Managers

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Large & Mid Cap Fund - Regular Plan - Growth
Name V Srivatsa Shreyash Devalkar
Total AUM ₹7921 Cr ₹166770 Cr
Funds Managed 3 14
UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Large & Mid Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Axis Large & Mid Cap Fund - Regular Plan - Growth

Others 5.72 12.46
Large Cap 44.99 47.42
Mid Cap 36.27 36.54
Small Cap 13.02 3.58

Sector Allocation

Scheme Name

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Axis Large & Mid Cap Fund - Regular Plan - Growth

Others 4.05 4.8
Communication Services 6.59 4.78
Energy 6.45 3.68
Technology 9.23 9.2
Basic Materials 9.41 7.4
Industrials 7.34 12.78
Consumer Cyclical 9.39 11.64
Healthcare 7.53 8.64
Financial Services 30.08 27.65
Real Estate 2.49 1.85
Consumer Defensive 5.35 4.31
Utilities 2.09 3.27

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