- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹23698 Cr | ₹4861 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 | 5.19% | 3.04% |
| 6 Month | 15.97% | 15.59% |
| 1 Year | 2.57% | -2.04% |
| 3 Year | 21.73% | 21.26% |
| 5 Year | 27.02% | 25.01% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.22% | 3.3% |
| 1 Year | 14.8% | 9.46% |
| 3 Year | 20.36% | 19.5% |
| 5 Year | 21.41% | 19.9% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.37% | 9.53% |
| 3 Year | 15.84% | 9.88% |
| 5 Year | 15.76% | 11.21% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.90% | 12.33% |
| Sharp | 1.08% | 1% |
| Beta | 0.86% | 0.95% |
| Alpha | 6.56% | 3% |
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 | 5.4 | 5.5 |
| Large Cap | 46.14 | 46.55 |
| Mid Cap | 37.36 | 35.63 |
| Small Cap | 11.1 | 12.32 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.62 | 4.07 |
| Energy | 3.91 | 6.34 |
| Technology | 6.02 | 10 |
| Healthcare | 5.95 | 8.06 |
| Basic Materials | 10.75 | 9.16 |
| Consumer Defensive | 8.57 | 5.68 |
| Industrials | 8.74 | 7.84 |
| Financial Services | 20.67 | 28.85 |
| Consumer Cyclical | 23.54 | 9.78 |
| Real Estate | 1.22 | 2.46 |
| Communication Services | 3.96 | 5.65 |
| Utilities | 2.06 | 2.11 |
Top Comparisons
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.38%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.03%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns28.14%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns24.15%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.68%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns7.46%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns23.19%
