HDFC Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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HDFC Large and Mid Cap Fund - Growth Option

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹23140 Cr	₹4047 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

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	6.72%	6.09%
6 Month	3.17%	2.48%
1 Year	9.69%	14.65%
3 Year	24.52%	25.25%
5 Year	31.09%	30.49%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	6.48%	5.54%
1 Year	4.78%	4.96%
3 Year	20.93%	22.97%
5 Year	22.43%	22.62%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	14.17%	9.5%
3 Year	10.86%	9.15%
5 Year	11.39%	10.86%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	14.902%	12.33%
Sharp	0.746%	1%
Beta	1.012%	0.92%
Alpha	4.586%	3.43%

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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

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1.86	3.89
Large Cap	46.7	45.7
Small Cap	15.1	12.98
Mid Cap	36.35	37.27

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1.03	3.89
Communication Services	2.8	-
Basic Materials	5.38	-
Energy	3.19	-
Technology	11.17	-
Consumer Cyclical	13.16	-
Healthcare	12.81	-
Industrials	11.76	-
Financial Services	30.96	-
Consumer Defensive	2.49	-
Utilities	3.91	-
Real Estate	1.35	-
Telecom - Services	-	5.38
Petroleum Products	-	1.87
IT - Software	-	7.3
Cement & Cement Products	-	1.88
Transport Services	-	3.36
Construction	-	1.77
Textiles & Apparels	-	1.17
Pharmaceuticals & Biotechnology	-	7.06
Banks	-	20.82
Realty	-	2.84
Automobiles	-	5.02
Gas	-	0.09
Diversified FMCG	-	3.13
Fertilizers & Agrochemicals	-	2.61
Insurance	-	3.34
Diversified Metals	-	2.8
Ferrous Metals	-	1.09
Personal Products	-	2.28
Oil	-	1.28
Capital Markets	-	2.77
Consumer Durables	-	1.37
Other Consumer Services	-	0.81
Industrial Products	-	0.46
Auto Components	-	2.2
Chemicals & Petrochemicals	-	0.7
Minerals & Mining	-	1.42
Finance	-	5.53
Entertainment	-	0.61
Power	-	2.04
Paper, Forest & Jute Products	-	0.79
Leisure Services	-	1.88
Retailing	-	0.28