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Sundaram Large and Midcap Fund Regular Plan vs UTI Large & Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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) | ₹4047 Cr | ₹6470 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 |
Trailing Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.94% | 2.25% |
| 6 Month | -2.67% | -5.1% |
| 1 Year | 7.95% | 2.86% |
| 3 Year | 25.92% | 20.17% |
| 5 Year | 28.2% | 23.17% |
SIP Return Analysis
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.67% | 6.68% |
| 1 Year | 6.19% | 3.1% |
| 3 Year | 22.06% | 15.85% |
| 5 Year | 21.97% | 16.57% |
Rolling Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.68% | 11.11% |
| 3 Year | 9.67% | 14.14% |
| 5 Year | 11.04% | 12.65% |
Risk Management
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.33% | 14.877% |
| Sharp | 1.17% | 0.357% |
| Beta | 0.91% | 0.998% |
| Alpha | 3.15% | -1.131% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.04 | 3.47 |
| Large Cap | 44.89 | 52.13 |
| Mid Cap | 36.99 | 35.95 |
| Small Cap | 12.9 | 8.46 |
Sector Allocation
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.04 | 3.47 |
| Telecom - Services | 5.68 | - |
| Petroleum Products | 2.68 | - |
| IT - Software | 7.12 | - |
| Cement & Cement Products | 1.77 | - |
| Transport Services | 3.18 | - |
| Construction | 1.66 | - |
| Chemicals & Petrochemicals | 0.93 | - |
| Textiles & Apparels | 1.29 | - |
| Pharmaceuticals & Biotechnology | 6.49 | - |
| Banks | 20.32 | - |
| Realty | 2.9 | - |
| Automobiles | 4.25 | - |
| Diversified FMCG | 3.06 | - |
| Fertilizers & Agrochemicals | 2.25 | - |
| Insurance | 3.52 | - |
| Diversified Metals | 2.29 | - |
| Oil | 2.41 | - |
| Ferrous Metals | 0.79 | - |
| Personal Products | 2.42 | - |
| Capital Markets | 2.93 | - |
| Consumer Durables | 1.23 | - |
| Other Consumer Services | 0.77 | - |
| Industrial Products | 0.41 | - |
| Auto Components | 2.31 | - |
| Minerals & Mining | 1.26 | - |
| Finance | 5.27 | - |
| Entertainment | 0.6 | - |
| Power | 2.03 | - |
| Paper, Forest & Jute Products | 0.75 | - |
| Leisure Services | 1.92 | - |
| Retailing | 0.29 | - |
| Energy | - | 6.53 |
| Technology | - | 7.5 |
| Communication Services | - | 5.74 |
| Basic Materials | - | 4.8 |
| Industrials | - | 12.24 |
| Financial Services | - | 23.3 |
| Healthcare | - | 9.93 |
| Consumer Cyclical | - | 16.44 |
| Real Estate | - | 2.54 |
| Consumer Defensive | - | 5.14 |
| Utilities | - | 2.39 |
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