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Mirae Asset Large & Midcap Fund vs UTI Large & Mid Cap Fund compare

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tortoise-icon Mirae Asset Large & Midcap Fund - Regular Plan - 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 Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Mirae Asset Large & Midcap Fund - Regular Plan - 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) ₹42981 Cr ₹5498 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹99 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jul 2010 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 52% 32%
Expense Ratio 1.54 1.9
Manager Neelesh Surana V Srivatsa
ISIN Code INF769K01101 INF789F01869
Exits Load Mirae Asset Large & Midcap Fund - 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

Trailing Lumpsum Returns

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -0.99% 0.01%
6 Month 5.14% 4.57%
1 Year 4.5% 3.8%
3 Year 16.5% 21.3%
5 Year 17.43% 21.78%

SIP Return Analysis

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 3.46% 3.37%
1 Year 20.39% 16.87%
3 Year 15.6% 18.56%
5 Year 15.05% 18.98%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 14.88% 9%
3 Year 20.08% 10.45%
5 Year 21.39% 11.45%

Risk Management

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.54% 12.33%
Sharp 0.73% 1.09%
Beta 0.98% 0.95%
Alpha -1.46% 2.83%

Fund Managers

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Neelesh Surana V Srivatsa
Total AUM ₹49127 Cr ₹7921 Cr
Funds Managed 2 3
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

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

Others 3.52 5.47
Large Cap 52.53 48.19
Mid Cap 30.25 33.7
Small Cap 13.7 12.64

Sector Allocation

Scheme Name

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

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

Others 0.55 3.52
Energy 2.81 8.18
Technology 8.03 10.31
Consumer Cyclical 16.33 10.88
Basic Materials 6.36 7.56
Industrials 9.93 8.28
Consumer Defensive 4.82 5.78
Financial Services 30.91 28.65
Healthcare 11.13 7.5
Real Estate 2.14 2.67
Communication Services 3.83 4.75
Utilities 3.16 1.93

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