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ICICI Prudential Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹25753 Cr | ₹5291 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jul 1998 | 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 | 55% | 32% |
| Expense Ratio | 1.7 | 1.9 |
| Manager | Sharmila D'mello | V Srivatsa |
| ISIN Code | INF109K01431 | INF789F01869 |
| Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 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 | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.05% | 3.23% |
| 6 Month | 6.46% | 6.21% |
| 1 Year | 14.6% | 8.84% |
| 3 Year | 21.57% | 21.89% |
| 5 Year | 25.82% | 23.96% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.39% | 3.3% |
| 1 Year | 18.89% | 15.12% |
| 3 Year | 20.22% | 19.12% |
| 5 Year | 20.88% | 19.38% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.19% | 9.13% |
| 3 Year | 17.16% | 10.31% |
| 5 Year | 15.68% | 11.39% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.69% | 12.33% |
| Sharp | 1.16% | 1.09% |
| Beta | 0.81% | 0.95% |
| Alpha | 3.99% | 2.5% |
Fund Managers
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sharmila D'mello | V Srivatsa |
| Total AUM | ₹354743 Cr | ₹7921 Cr |
| Funds Managed | 35 | 3 |
| ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.19 | 4.84 |
| Large Cap | 41.77 | 48.17 |
| Mid Cap | 37.37 | 34.45 |
| Small Cap | 11.68 | 12.55 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.94 | 3.15 |
| Energy | 4.68 | 8.26 |
| Technology | 6.31 | 10.15 |
| Healthcare | 5.24 | 7.63 |
| Basic Materials | 9.55 | 7.68 |
| Consumer Defensive | 6.92 | 5.83 |
| Industrials | 8.42 | 8.36 |
| Financial Services | 21.75 | 28.65 |
| Consumer Cyclical | 22.23 | 10.69 |
| Real Estate | 1.23 | 2.51 |
| Communication Services | 3.83 | 5.02 |
| Utilities | 1.9 | 2.08 |
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