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) | ₹40822 Cr | ₹4993 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹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 | 4.07% | 3.52% |
| 6 Month | 11.77% | 7.71% |
| 1 Year | 7.47% | 3.47% |
| 3 Year | 17.58% | 21.2% |
| 5 Year | 21.28% | 25.91% |
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 | 1.12% | -0.25% |
| 1 Year | 11.02% | 6.06% |
| 3 Year | 13.38% | 16.24% |
| 5 Year | 14.03% | 17.91% |
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 | 15.14% | 9.38% |
| 3 Year | 20.17% | 10.11% |
| 5 Year | 21.51% | 11.35% |
Risk Management
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.60% | 13.34% |
| Sharp | 0.79% | 1.03% |
| Beta | 0.98% | 0.95% |
| Alpha | -1.04% | 2.43% |
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 | 2.04 | 3.93 |
| Large Cap | 52.76 | 48.52 |
| Mid Cap | 31.34 | 34.85 |
| Small Cap | 13.86 | 12.7 |
Sector Allocation
| Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.16 | 2.42 |
| Energy | 3.52 | 7.34 |
| Technology | 7.82 | 9.66 |
| Consumer Cyclical | 16.44 | 11.04 |
| Basic Materials | 6.96 | 8.43 |
| Industrials | 10.81 | 8.14 |
| Consumer Defensive | 5.05 | 5.59 |
| Financial Services | 29.28 | 29.29 |
| Healthcare | 10.23 | 8.5 |
| Real Estate | 1.79 | 2.42 |
| Communication Services | 3.74 | 5.03 |
| Utilities | 3.21 | 2.14 |
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