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 Growth Opportunities 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 Growth Opportunities Fund - Regular Plan - Growth
Fund UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3976 Cr ₹13780 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 1.96 1.69
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 Growth Opportunities Fund - Regular Plan - Growth
1 Month -3.4% -3.75%
6 Month -2.89% -1.25%
1 Year 17.79% 16.28%
3 Year 19.79% 14.33%
5 Year 21.8% 19.69%

SIP Return Analysis

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
6 Month - -
1 Year 4.53% 3.4%
3 Year 23.35% 19.27%
5 Year 24.06% 19.86%

Rolling Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
1 Year 9.5% 20.92%
3 Year 9.15% 20.13%
5 Year 10.86% 21.6%

Risk Management

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
Standard Deviation 12.33% 14.31%
Sharp 1.01% 0.85%
Beta 0.92% 0.93%
Alpha 3.79% -2.73%

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Fund Managers

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

Market Cap

Scheme Name

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

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 5.17 16.61
Large Cap 45.28 41.59
Mid Cap 37.38 35.17
Small Cap 12.2 6.65

Sector Allocation

Scheme Name

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

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 5.17 16.61
Telecom - Services 5.34 2.15
Petroleum Products 1.73 1.95
IT - Software 9.63 6.43
Cement & Cement Products 2.96 0.37
Transport Services 2.93 1.17
Construction 1.73 1.65
Textiles & Apparels 2.2 -
Pharmaceuticals & Biotechnology 6.78 5.72
Banks 20.76 9.9
Healthcare Services 1.43 1.92
Automobiles 2.85 2.98
Gas 1.98 -
Diversified FMCG 3.74 1.77
Fertilizers & Agrochemicals 1.4 1.81
Insurance 5.66 1.89
Diversified Metals 2.53 -
Realty 1.63 3.12
Ferrous Metals 1.22 -
Capital Markets 2.48 1.82
Consumer Durables 1.34 2.08
Other Consumer Services 0.83 -
Industrial Products 0.35 2.81
Auto Components 1.74 4.69
Chemicals & Petrochemicals 0.74 2.41
Personal Products 0.68 0.88
Finance 4.84 4.73
Entertainment 0.89 -
Power 1.61 6.48
Paper, Forest & Jute Products 0.64 -
Leisure Services 2.22 1.73
Electrical Equipment - 5.84
IT - Services - 0.54
Non - Ferrous Metals - 0.22
Aerospace & Defense - 1.86
Beverages - 0.88
Financial Technology (Fintech) - 0.58
Food Products - 0.02
Retailing - 2.74
Industrial Manufacturing - 0.27

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