BANDHAN Core Equity Fund vs UTI Large & Mid Cap Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.19% | 2.04% |
| 6 Month | 10.88% | 7.52% |
| 1 Year | 6.38% | 3.2% |
| 3 Year | 22.79% | 20.73% |
| 5 Year | 24.65% | 24.84% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.09% | 3.79% |
| 1 Year | 18.5% | 14.17% |
| 3 Year | 21.75% | 19.15% |
| 5 Year | 21.65% | 19.49% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.21% | 9.38% |
| 3 Year | 12.32% | 10.11% |
| 5 Year | 11.26% | 11.35% |
Risk Management
| 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% |
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 | 9.06 | 4.84 |
| Large Cap | 36.36 | 48.17 |
| Small Cap | 14.57 | 12.55 |
| Mid Cap | 40.01 | 34.45 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.61 | 3.15 |
| Energy | 3.64 | 8.26 |
| Technology | 9.95 | 10.15 |
| Consumer Cyclical | 8.12 | 10.69 |
| Industrials | 9.16 | 8.36 |
| Financial Services | 31.72 | 28.65 |
| Healthcare | 8.29 | 7.63 |
| Real Estate | 3.67 | 2.51 |
| Basic Materials | 6.58 | 7.68 |
| Communication Services | 5.72 | 5.02 |
| Consumer Defensive | 7.44 | 5.83 |
| Utilities | 1.11 | 2.08 |
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