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

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Bandhan Large & Mid Cap Fund - Regular Plan - Growth

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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)	₹10818 Cr	₹4993 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

Scheme Name	Bandhan Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	3.52%	3.6%
6 Month	12.15%	9.17%
1 Year	7.98%	4.28%
3 Year	23.47%	21.32%
5 Year	25.45%	25.64%

Scheme Name	Bandhan Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	5.09%	3.79%
1 Year	18.5%	14.17%
3 Year	21.75%	19.15%
5 Year	21.65%	19.49%

Scheme Name	Bandhan Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	13.21%	9.38%
3 Year	12.32%	10.11%
5 Year	11.26%	11.35%

Scheme Name	Bandhan Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.31%	12.33%
Sharp	1.18%	1.08%
Beta	0.94%	0.95%
Alpha	4.39%	2.88%

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

Scheme Name	Bandhan Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	8.81	2.27
Large Cap	35.86	47.65
Mid Cap	40.89	37.21
Small Cap	14.44	12.7

Scheme Name	Bandhan Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	5.11	2.27
Energy	3.74	-
Technology	8.77	-
Consumer Cyclical	11.03	-
Industrials	8.68	-
Financial Services	28.6	-
Healthcare	7.68	-
Real Estate	3.49	-
Basic Materials	8.26	-
Communication Services	5.45	-
Consumer Defensive	7.48	-
Utilities	1.71	-
Telecom - Services	-	3.95
Petroleum Products	-	4
IT - Software	-	9.65
Cement & Cement Products	-	2.17
Transport Services	-	3.13
Construction	-	2.83
Chemicals & Petrochemicals	-	1.13
Textiles & Apparels	-	1.21
Pharmaceuticals & Biotechnology	-	8.5
Banks	-	18.09
Realty	-	2.42
Insurance	-	3.6
Automobiles	-	6.43
Diversified FMCG	-	2.66
Diversified Metals	-	2.41
Oil	-	1.83
Ferrous Metals	-	0.8
Personal Products	-	1.88
Capital Markets	-	2.83
Consumer Durables	-	1.05
Other Consumer Services	-	1.05
Gas	-	0.83
Industrial Products	-	0.45
Diversified	-	0.58
Consumable Fuels	-	0.69
Fertilizers & Agrochemicals	-	1.06
Finance	-	4.75
Entertainment	-	0.52
Power	-	2.14
Auto Components	-	1.88
Paper, Forest & Jute Products	-	0.86
Leisure Services	-	1.61
Retailing	-	0.57