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HDFC Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹28892 Cr | ₹5498 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 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 | 9.01% | 32% |
| Expense Ratio | 1.66 | 1.9 |
| Manager | Dhruv Muchhal | V Srivatsa |
| ISIN Code | INF179KA1RT1 | INF789F01869 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - 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 | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.27% | 0.37% |
| 6 Month | 3.02% | 4.77% |
| 1 Year | 2.25% | 2.8% |
| 3 Year | 19.08% | 21.07% |
| 5 Year | 22.04% | 22.24% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.12% | 3.37% |
| 1 Year | 13.75% | 16.87% |
| 3 Year | 15.75% | 18.56% |
| 5 Year | 17.91% | 18.98% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.19% | 9.03% |
| 3 Year | 13.1% | 10.42% |
| 5 Year | 12.3% | 11.44% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.88% | 13.33% |
| Sharp | 0.89% | 1.03% |
| Beta | 1.01% | 0.95% |
| Alpha | 0.81% | 2.74% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | V Srivatsa |
| Total AUM | ₹520687 Cr | ₹7921 Cr |
| Funds Managed | 40 | 3 |
| HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.29 | 5.47 |
| Large Cap | 43.58 | 48.19 |
| Small Cap | 12.99 | 12.64 |
| Mid Cap | 38.14 | 33.7 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.87 | 3.52 |
| Communication Services | 3.23 | 4.75 |
| Energy | 3.22 | 8.18 |
| Technology | 9.69 | 10.31 |
| Consumer Cyclical | 13.57 | 10.88 |
| Healthcare | 12.61 | 7.5 |
| Basic Materials | 6.63 | 7.56 |
| Consumer Defensive | 2.8 | 5.78 |
| Industrials | 10.06 | 8.28 |
| Financial Services | 30.26 | 28.65 |
| Real Estate | 2.46 | 2.67 |
| Utilities | 3.6 | 1.93 |
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