Mirae Asset Large & Midcap Fund vs UTI Large & Mid Cap Fund compare
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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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