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 | -2.5% | -1.3% |
6 Month | 7.7% | 8.02% |
1 Year | 0.26% | 2.49% |
3 Year | 22.45% | 18% |
5 Year | 26.38% | 22.89% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.49% | 6.86% |
1 Year | 6.75% | 9.11% |
3 Year | 21.45% | 19.29% |
5 Year | 21.52% | 18.21% |
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 | 12.33% | 13.65% |
Sharp | 1.42% | 1.11% |
Beta | 0.93% | 0.87% |
Alpha | 2.94% | 3.35% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 14.67 |
Large Cap | 44.99 | 44.92 |
Mid Cap | 36.27 | 36.55 |
Small Cap | 13.02 | 3.86 |
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 | 4.85 |
Energy | 6.45 | 3.73 |
Technology | 9.23 | 9.97 |
Basic Materials | 9.41 | 7.3 |
Industrials | 7.34 | 13.73 |
Consumer Cyclical | 9.39 | 12.11 |
Healthcare | 7.53 | 8.56 |
Financial Services | 30.08 | 26.06 |
Real Estate | 2.49 | 1.9 |
Consumer Defensive | 5.35 | 3.71 |
Utilities | 2.09 | 3.27 |
Top Comparisons
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns17.74%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns21.62%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns13.81%
HDFC Multi-Asset Active FOF - Growth
3Y Returns16.33%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns14.15%
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
3Y Returns16.28%
Quant Flexi Cap Fund-Growth
3Y Returns19.88%