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

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon 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) ₹21432 Cr ₹3441 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 18 Feb 1994 01 Aug 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 1.68 2.01
Manager Dhruv Muchhal V Srivatsa
ISIN Code INF179KA1RT1 INF789F01869
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed less than 1 year/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 1.39% 1.1%
6 Month 9.71% 15.13%
1 Year 29.48% 37.65%
3 Year 21.83% 22.32%
5 Year 23.52% 23.78%

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 Year 12.79% 21.9%
3 Year 25.86% 28.52%
5 Year 27.01% 27.47%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 14.01% 9.13%
3 Year 10.73% 8.77%
5 Year 11.31% 10.7%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.97% 12.33%
Sharp 1.37% 0.99%
Beta 0.96% 0.93%
Alpha 3.24% 3.01%

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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
Fund Manage 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 - 5.17
Large Cap - 45.28
Mid Cap - 37.38
Small Cap - 12.2

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

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

Others - 5.17
Telecom - Services - 5.34
Petroleum Products - 1.73
IT - Software - 9.63
Cement & Cement Products - 2.96
Transport Services - 2.93
Construction - 1.73
Textiles & Apparels - 2.2
Pharmaceuticals & Biotechnology - 6.78
Banks - 20.76
Healthcare Services - 1.43
Automobiles - 2.85
Gas - 1.98
Diversified FMCG - 3.74
Fertilizers & Agrochemicals - 1.4
Insurance - 5.66
Diversified Metals - 2.53
Realty - 1.63
Ferrous Metals - 1.22
Capital Markets - 2.48
Consumer Durables - 1.34
Other Consumer Services - 0.83
Industrial Products - 0.35
Auto Components - 1.74
Chemicals & Petrochemicals - 0.74
Personal Products - 0.68
Finance - 4.84
Entertainment - 0.89
Power - 1.61
Paper, Forest & Jute Products - 0.64
Leisure Services - 2.22

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