LIC MF Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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LIC MF Large & Mid Cap Fund Regular-Growth

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LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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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	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹3152 Cr	₹3152 Cr	₹5291 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹200	₹200	₹500
Min Addl Investment	₹500	₹500	₹1000
Launch Date	25 Feb 2015	25 Feb 2015	30 Jul 2005
Category	Large and Mid Cap	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	%	46%	32%
Expense Ratio	1.9	1.9	1.9
Manager	Yogesh Patil	Yogesh Patil	V Srivatsa
ISIN Code	INF767K01NB5	INF767K01NB5	INF789F01869
Exits Load	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	-1.09%	-1.09%	1.85%
6 Month	0.31%	0.31%	6.06%
1 Year	-2.4%	-2.4%	3.52%
3 Year	15.66%	15.66%	20.83%
5 Year	17.08%	17.08%	22.65%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	0.77%	0.77%	4.26%
1 Year	8.47%	8.47%	17.3%
3 Year	14.35%	14.35%	18.79%
5 Year	14.51%	14.51%	19.19%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	12.57%	12.57%	9.03%
3 Year	15.38%	15.38%	10.42%
5 Year	15.43%	15.43%	11.44%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.59%	12.59%	12.33%
Sharp	0.71%	0.71%	1.09%
Beta	1.04%	1.04%	0.95%
Alpha	-2.24%	-2.24%	2.83%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Yogesh Patil	Yogesh Patil	V Srivatsa
Total AUM	₹5898 Cr	₹5898 Cr	₹7921 Cr
Funds Managed	7	7	3
	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	3.24	3.24	3.01
Large Cap	43.35	43.35	47.23
Small Cap	17.78	17.78	12.54
Mid Cap	35.63	35.63	37.06

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	3.24	3.24	3.01
Petroleum Products	2	2	4.86
IT - Software	5.38	5.38	10.15
Food Products	0.91	0.91	-
IT - Services	0.67	0.67	-
Construction	1.73	1.73	3.2
Finance	7.19	7.19	5.12
Diversified FMCG	2.02	2.02	2.83
Other Utilities	0.28	0.28	-
Banks	15.16	15.16	17.47
Cement & Cement Products	1.48	1.48	1.4
Leisure Services	2.17	2.17	1.29
Pharmaceuticals & Biotechnology	4.15	4.15	7.63
Electrical Equipment	5.15	5.15	-
Industrial Manufacturing	2.52	2.52	-
Auto Components	4.86	4.86	1.91
Automobiles	3.65	3.65	6.34
Transport Services	2.1	2.1	3.07
Capital Markets	2.05	2.05	2.58
Fertilizers & Agrochemicals	2.36	2.36	1.1
Telecom - Services	2.52	2.52	4.02
Personal Products	1.36	1.36	1.99
Agricultural Food & other Products	1.88	1.88	-
Power	1.09	1.09	2.08
Aerospace & Defense	1.87	1.87	-
Industrial Products	8.24	8.24	0.41
Consumer Durables	0.61	0.61	1.02
Retailing	3.03	3.03	0.56
Healthcare Services	3.1	3.1	-
Chemicals & Petrochemicals	1.48	1.48	1.2
Minerals & Mining	0.75	0.75	-
Textiles & Apparels	1.45	1.45	1.18
Realty	1.52	1.52	2.52
Gas	1.01	1.01	1.01
Transport Infrastructure	1.02	1.02	-
Insurance	-	-	3.47
Diversified Metals	-	-	2.41
Ferrous Metals	-	-	0.77
Oil	-	-	1.38
Other Consumer Services	-	-	1
Diversified	-	-	0.61
Consumable Fuels	-	-	1.01
Entertainment	-	-	0.44
Paper, Forest & Jute Products	-	-	0.8