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) | ₹12784 Cr | ₹5498 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 | 0.78% | 1.24% |
| 6 Month | 5.41% | 3.54% |
| 1 Year | 8.57% | 8.2% |
| 3 Year | 24.08% | 22.68% |
| 5 Year | 21.38% | 21.07% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.68% | 5.64% |
| 1 Year | 18.28% | 19.9% |
| 3 Year | 19.74% | 19.01% |
| 5 Year | 20.56% | 19.32% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.85% | 8.94% |
| 3 Year | 12.53% | 10.52% |
| 5 Year | 11.61% | 11.47% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.84% | 12.33% |
| Sharp | 1.21% | 1.09% |
| Beta | 0.95% | 0.95% |
| Alpha | 4.38% | 2.83% |
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 | 9.63 | 5.47 |
| Large Cap | 34.4 | 48.19 |
| Mid Cap | 39.4 | 33.7 |
| Small Cap | 16.58 | 12.64 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.9 | 3.52 |
| Energy | 3.53 | 8.18 |
| Technology | 12.13 | 10.31 |
| Basic Materials | 4.84 | 7.56 |
| Industrials | 9.76 | 8.28 |
| Financial Services | 31.37 | 28.65 |
| Healthcare | 9.67 | 7.5 |
| Consumer Cyclical | 7.45 | 10.88 |
| Real Estate | 3.67 | 2.67 |
| Communication Services | 5.55 | 4.75 |
| Consumer Defensive | 6.22 | 5.78 |
| Utilities | 0.92 | 1.93 |
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