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) | ₹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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