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) | ₹40554 Cr | ₹4861 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 | 3.47% | 2.4% |
6 Month | 17.5% | 14.44% |
1 Year | -1.86% | -2.61% |
3 Year | 15.48% | 20.14% |
5 Year | 21.14% | 25.31% |
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 | 4.98% | 3.3% |
1 Year | 14.25% | 9.46% |
3 Year | 15.83% | 19.5% |
5 Year | 15.53% | 19.9% |
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 | 15.41% | 9.53% |
3 Year | 20.32% | 9.88% |
5 Year | 21.56% | 11.21% |
Risk Management
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.70% | 12.33% |
Sharp | 0.60% | 1% |
Beta | 1.00% | 0.95% |
Alpha | 0.94% | 3% |
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 | 1.7 | 5.97 |
Large Cap | 50.62 | 45.68 |
Mid Cap | 34.29 | 36 |
Small Cap | 13.38 | 12.34 |
Sector Allocation
Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.96 | 4.46 |
Energy | 3.41 | 6.38 |
Technology | 9.48 | 9.45 |
Consumer Cyclical | 15.37 | 8.61 |
Basic Materials | 7.27 | 9.27 |
Industrials | 10.87 | 7.78 |
Consumer Defensive | 4.44 | 5.43 |
Financial Services | 27.62 | 29.97 |
Healthcare | 11.83 | 8.35 |
Real Estate | 1.87 | 2.3 |
Communication Services | 3.54 | 5.78 |
Utilities | 3.34 | 2.23 |
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