Sundaram Large and Midcap Fund Regular Plan vs UTI Large & Mid Cap Fund compare

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5498 Cr	₹7047 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Jul 2005	27 Feb 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%	25%
Expense Ratio	1.9	1.85
Manager	V Srivatsa	Ashish Aggarwal
ISIN Code	INF789F01869	INF903J01DT1
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	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	1.5%	0.86%
6 Month	3.37%	3.67%
1 Year	6.91%	3.47%
3 Year	22.58%	17.11%
5 Year	21.48%	16.71%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	5.64%	3.48%
1 Year	19.9%	16.41%
3 Year	19.01%	14.42%
5 Year	19.32%	14.68%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	8.95%	10.28%
3 Year	10.49%	14.45%
5 Year	11.46%	13.21%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.33%	12.94%
Sharp	1.09%	0.76%
Beta	0.95%	0.96%
Alpha	2.83%	-1.65%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	V Srivatsa	Ashish Aggarwal
Total AUM	₹7921 Cr	₹9635 Cr
Funds Managed	3	7
	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.4	3.23
Large Cap	47.14	48.12
Small Cap	12.63	10.31
Mid Cap	36.7	38.32

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.4	3.23
Telecom - Services	3.7	4.12
Petroleum Products	4.94	6.98
IT - Software	10.31	4.64
Transport Services	3.11	0.76
Construction	3.23	2.02
Chemicals & Petrochemicals	1.19	-
Textiles & Apparels	1.16	-
Pharmaceuticals & Biotechnology	7.49	5.94
Banks	17.11	20.8
Cement & Cement Products	1.31	2.91
Realty	2.68	2.75
Insurance	3.85	1.26
Automobiles	6.68	1.73
Diversified FMCG	2.62	-
Diversified Metals	2.47	-
Ferrous Metals	0.76	1.78
Personal Products	1.95	1.45
Oil	1.26	-
Capital Markets	2.47	2.56
Consumer Durables	0.93	3.03
Other Consumer Services	1.21	-
Gas	0.98	-
Industrial Products	0.37	4.94
Diversified	0.56	-
Consumable Fuels	0.99	-
Fertilizers & Agrochemicals	1.12	2.55
Finance	5.22	4.66
Entertainment	0.54	-
Power	1.93	1.68
Auto Components	1.84	4.38
Paper, Forest & Jute Products	0.72	-
Leisure Services	1.26	2.27
Retailing	0.51	2.44
IT - Services	-	1.01
Healthcare Services	-	3.76
Agricultural, Commercial & Construction Vehicles	-	0.19
Aerospace & Defense	-	1.61
Agricultural Food & other Products	-	1.68
Beverages	-	1.2
Transport Infrastructure	-	1.65