Axis Growth Opportunities Fund vs UTI Large & Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
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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