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

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

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

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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) ₹10231 Cr ₹4861 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 3.53% 3.04%
6 Month 17.9% 15.59%
1 Year -1.37% -2.04%
3 Year 24.13% 21.26%
5 Year 25.25% 25.01%

SIP Return Analysis

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 5.04% 3.3%
1 Year 14.21% 9.46%
3 Year 22.16% 19.5%
5 Year 21.88% 19.9%

Rolling Lumpsum Returns

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.51% 9.53%
3 Year 12.23% 9.88%
5 Year 11.2% 11.21%

Risk Management

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.47% 12.33%
Sharp 1.11% 1%
Beta 0.96% 0.95%
Alpha 8.04% 3%

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 11.37 5.5
Large Cap 35.72 46.55
Small Cap 13.92 12.32
Mid Cap 38.99 35.63

Sector Allocation

Scheme Name

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

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

Others 7.95 4.07
Energy 3.63 6.34
Technology 10.22 10
Consumer Cyclical 10.3 9.78
Industrials 9.23 7.84
Financial Services 26.86 28.85
Healthcare 7.08 8.06
Real Estate 3.34 2.46
Basic Materials 7.48 9.16
Communication Services 4.78 5.65
Consumer Defensive 7.13 5.68
Utilities 2.01 2.11

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