Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Core Equity Fund vs UTI Large & Mid Cap Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹9107 Cr ₹4544 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2005 30 Jul 2005
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 71% 32%
Expense Ratio 1.78 1.9
Manager Manish Gunwani V Srivatsa
ISIN Code INF194K01524 INF789F01869
Exits Load Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Large & Mid Cap 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 Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 3.23% 3.9%
6 Month 2.75% 3.65%
1 Year 7.3% 8.49%
3 Year 28.99% 26.86%
5 Year 28.24% 28.07%

SIP Return Analysis

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 9.99% 10.55%
1 Year 10.69% 12.15%
3 Year 25.14% 24.23%
5 Year 23.94% 23.19%

Rolling Lumpsum Returns

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.79% 9.68%
3 Year 12.1% 9.67%
5 Year 11.08% 11.04%

Risk Management

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.41% 12.33%
Sharp 1.25% 1.17%
Beta 0.95% 0.91%
Alpha 7.70% 3.15%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Manish Gunwani V Srivatsa
Total AUM ₹8731 Cr ₹7921 Cr
Funds Managed 4 3
Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

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

Others 8.52 5.04
Large Cap 43.7 44.89
Mid Cap 35.19 36.99
Small Cap 12.59 12.9

Sector Allocation

Scheme Name

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

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

Others 8.45 5.04
Basic Materials 9.93 -
Energy 2.62 -
Technology 8.49 -
Consumer Cyclical 10.63 -
Healthcare 10.8 -
Consumer Defensive 6.69 -
Industrials 9.41 -
Financial Services 25.96 -
Communication Services 3.05 -
Real Estate 2.87 -
Utilities 1.11 -
Telecom - Services - 5.68
Petroleum Products - 2.68
IT - Software - 7.12
Cement & Cement Products - 1.77
Transport Services - 3.18
Construction - 1.66
Chemicals & Petrochemicals - 0.93
Textiles & Apparels - 1.29
Pharmaceuticals & Biotechnology - 6.49
Banks - 20.32
Realty - 2.9
Automobiles - 4.25
Diversified FMCG - 3.06
Fertilizers & Agrochemicals - 2.25
Insurance - 3.52
Diversified Metals - 2.29
Oil - 2.41
Ferrous Metals - 0.79
Personal Products - 2.42
Capital Markets - 2.93
Consumer Durables - 1.23
Other Consumer Services - 0.77
Industrial Products - 0.41
Auto Components - 2.31
Minerals & Mining - 1.26
Finance - 5.27
Entertainment - 0.6
Power - 2.03
Paper, Forest & Jute Products - 0.75
Leisure Services - 1.92
Retailing - 0.29

Top Comparisons

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns21.4%

VS

Quant Multi Cap Fund-Growth Quant Multi Cap Fund-Growth

3Y Returns19.78%

Compare Now

Kotak Large Cap Fund - Growth Kotak Large Cap Fund - Growth

3Y Returns19.82%

VS

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns21.38%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns21.6%

VS

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns21.47%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.96%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.96%

Compare Now
Add to Cart Successfully