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Axis Growth Opportunities Fund vs UTI Large & Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Axis Growth Opportunities Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4047 Cr | ₹13522 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 Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.61% | 3.13% |
| 6 Month | -4.21% | -4.11% |
| 1 Year | 10.61% | 7.41% |
| 3 Year | 21.2% | 14.95% |
| 5 Year | 28.33% | 24.08% |
SIP Return Analysis
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.09% | 1.12% |
| 1 Year | -2.25% | -2.01% |
| 3 Year | 21.37% | 18.14% |
| 5 Year | 22.07% | 18.15% |
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% | 15.057% |
| Sharp | 0.81% | 0.476% |
| Beta | 0.92% | 0.941% |
| Alpha | 3.15% | 1.093% |
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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 |
| Funds Managed | 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 | 5.62 | 15.9 |
| Large Cap | 44.64 | 42.68 |
| Mid Cap | 37.19 | 35.43 |
| Small Cap | 12.55 | 5.99 |
Sector Allocation
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.44 | 6.5 |
| Communication Services | 6.29 | 5.12 |
| Energy | 2.44 | 1.88 |
| Technology | 8.04 | 14.36 |
| Basic Materials | 11.45 | 5.34 |
| Industrials | 6.02 | 11.46 |
| Consumer Cyclical | 11.34 | 12.64 |
| Healthcare | 6.82 | 9.95 |
| Financial Services | 33.25 | 22.37 |
| Real Estate | 2.42 | 2.88 |
| Utilities | 2.07 | 4.36 |
| Consumer Defensive | 6.43 | 3.13 |
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