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Edelweiss Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4047 Cr | ₹3610 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jul 2005 | 14 Jun 2007 |
| 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 | 32% | 30% |
| Expense Ratio | 1.9 | 1.87 |
| Manager | V Srivatsa | Trideep Bhattacharya |
| ISIN Code | INF789F01869 | INF843K01047 |
| Exits Load | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.61% | 2.33% |
| 6 Month | -4.21% | -5.65% |
| 1 Year | 10.61% | 8.05% |
| 3 Year | 21.2% | 16.74% |
| 5 Year | 28.33% | 23.73% |
SIP Return Analysis
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.09% | -0.79% |
| 1 Year | -2.25% | -5.94% |
| 3 Year | 21.37% | 16.61% |
| 5 Year | 22.07% | 17.95% |
Rolling Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.5% | 12.44% |
| 3 Year | 9.15% | 13.57% |
| 5 Year | 10.86% | 14.04% |
Risk Management
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.33% | 14.02% |
| Sharp | 0.81% | 0.675% |
| Beta | 0.92% | 0.965% |
| Alpha | 3.15% | 1.947% |
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Fund Managers
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | V Srivatsa | Trideep Bhattacharya |
| Total AUM | ₹7921 Cr | ₹0 Cr |
| Funds Managed | 3 | 9 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.62 | 2.57 |
| Large Cap | 44.64 | 46.81 |
| Mid Cap | 37.19 | 36.47 |
| Small Cap | 12.55 | 14.15 |
Sector Allocation
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.44 | 1.51 |
| Communication Services | 6.29 | 1.82 |
| Energy | 2.44 | 3.08 |
| Technology | 8.04 | 14.48 |
| Basic Materials | 11.45 | 7.14 |
| Industrials | 6.02 | 12.99 |
| Consumer Cyclical | 11.34 | 17.31 |
| Healthcare | 6.82 | 9.24 |
| Financial Services | 33.25 | 25.92 |
| Real Estate | 2.42 | 2.38 |
| Utilities | 2.07 | 1.83 |
| Consumer Defensive | 6.43 | 2.29 |
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