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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) | ₹5498 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 | 0.42% | -1.28% |
| 6 Month | 5.99% | 0.68% |
| 1 Year | 5.07% | -1.15% |
| 3 Year | 21.45% | 14.61% |
| 5 Year | 21.95% | 19.12% |
SIP Return Analysis
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.63% | -0.34% |
| 1 Year | 13.84% | 3.04% |
| 3 Year | 18.32% | 10.16% |
| 5 Year | 19.14% | 14.77% |
Rolling Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 9% | 13.79% |
| 3 Year | 10.45% | 16.43% |
| 5 Year | 11.45% | 14.7% |
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 | 1.09% | 0.777% |
| Beta | 0.95% | 1.094% |
| Alpha | 2.83% | 4.454% |
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 | 5.47 | 22.6 |
| Large Cap | 48.19 | 45.35 |
| Small Cap | 12.64 | 2.81 |
| Mid Cap | 33.7 | 29.24 |
Sector Allocation
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.52 | 16.78 |
| Communication Services | 4.75 | 2.23 |
| Energy | 8.18 | 10.11 |
| Technology | 10.31 | 5.82 |
| Industrials | 8.28 | 12.84 |
| Basic Materials | 7.56 | 6.08 |
| Consumer Cyclical | 10.88 | 8.93 |
| Healthcare | 7.5 | 6.96 |
| Financial Services | 28.65 | 11.09 |
| Real Estate | 2.67 | 3.59 |
| Consumer Defensive | 5.78 | 9.37 |
| Utilities | 1.93 | 6.2 |
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