Tata Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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

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

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Chart Comparison

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

Overview

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7943 Cr	₹4047 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	31 Mar 2003	30 Jul 2005
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	10.69%	32%
Expense Ratio	1.77	1.9
Manager	Chandraprakash Padiyar	V Srivatsa
ISIN Code	INF277K01428	INF789F01869
Exits Load	Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	2.2%	3.61%
6 Month	-5.1%	-4.21%
1 Year	4.44%	10.61%
3 Year	16.32%	21.2%
5 Year	22.27%	28.33%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	1.86%	1.09%
1 Year	-3.84%	-2.25%
3 Year	13.97%	21.37%
5 Year	16.5%	22.07%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	16.65%	9.5%
3 Year	15.07%	9.15%
5 Year	14.35%	10.86%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	11.3%	12.33%
Sharp	0.61%	0.81%
Beta	0.86%	0.92%
Alpha	0.19%	3.15%

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Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Chandraprakash Padiyar	V Srivatsa
Total AUM	₹15627 Cr	₹7921 Cr
Funds Managed	3	3
	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	5.97	5.62
Large Cap	43.35	44.64
Mid Cap	36.2	37.19
Small Cap	14.48	12.55

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	5.77	3.44
Communication Services	5.31	6.29
Energy	4.53	2.44
Technology	4.49	8.04
Basic Materials	11.06	11.45
Industrials	11.22	6.02
Financial Services	33.79	33.25
Consumer Defensive	6.26	6.43
Healthcare	6.97	6.82
Consumer Cyclical	6.92	11.34
Utilities	1.73	2.07
Real Estate	1.96	2.42