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) | ₹4544 Cr | ₹6671 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 | 4.22% | 3.34% |
6 Month | 2.25% | -1.11% |
1 Year | 7.41% | 3.06% |
3 Year | 26.67% | 21% |
5 Year | 27.91% | 22.75% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 10.55% | 9.77% |
1 Year | 12.15% | 9.14% |
3 Year | 24.23% | 18.01% |
5 Year | 23.19% | 17.78% |
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% | 14.95% |
Sharp | 1.17% | 0.74% |
Beta | 0.91% | 1.00% |
Alpha | 3.15% | 0.27% |
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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 | 5.47 | 5.39 |
Large Cap | 43.59 | 49.16 |
Mid Cap | 37.58 | 35.94 |
Small Cap | 13.36 | 9.51 |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.85 | 3.72 |
Communication Services | 6.52 | 6.84 |
Energy | 6.32 | 6.91 |
Technology | 8.31 | 4.98 |
Basic Materials | 10.13 | 6.8 |
Industrials | 6.85 | 9.43 |
Consumer Cyclical | 9.83 | 14.7 |
Healthcare | 6.92 | 9.5 |
Financial Services | 31.2 | 26.7 |
Real Estate | 2.49 | 2.18 |
Consumer Defensive | 5.61 | 5.63 |
Utilities | 1.96 | 2.61 |
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