Quant Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4866 Cr | ₹3612 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jul 2005 | 09 Jan 2007 |
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 | 32% | % |
Expense Ratio | 1.9 | 1.9 |
Manager | V Srivatsa | Sanjeev Sharma |
ISIN Code | INF789F01869 | INF966L01341 |
Exits Load | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | -2.97% | -3.74% |
6 Month | 5.88% | 0.81% |
1 Year | -0.61% | -12.97% |
3 Year | 22.24% | 18.96% |
5 Year | 26.05% | 23.31% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 5.49% | 3.22% |
1 Year | 6.75% | -2.36% |
3 Year | 21.45% | 14.8% |
5 Year | 21.52% | 18.61% |
Rolling Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 9.53% | 14.36% |
3 Year | 9.88% | 16.59% |
5 Year | 11.21% | 14.6% |
Risk Management
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.33% | 16.673% |
Sharp | 1.42% | 0.777% |
Beta | 0.93% | 1.094% |
Alpha | 2.94% | 4.454% |
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Fund Managers
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | V Srivatsa | Sanjeev Sharma |
Total AUM | ₹7921 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 5.72 | 6.75 |
Large Cap | 44.99 | 51.66 |
Mid Cap | 36.27 | 38.87 |
Small Cap | 13.02 | 2.72 |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 4.05 | 6 |
Communication Services | 6.59 | 3.87 |
Energy | 6.45 | 11.95 |
Technology | 9.23 | 1.38 |
Basic Materials | 9.41 | 8.64 |
Industrials | 7.34 | 13.09 |
Consumer Cyclical | 9.39 | 7.89 |
Healthcare | 7.53 | 6.89 |
Financial Services | 30.08 | 14.6 |
Real Estate | 2.49 | 3.8 |
Consumer Defensive | 5.35 | 17.3 |
Utilities | 2.09 | 4.59 |
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