Tata Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.49% | 6.59% |
6 Month | 1.23% | 2.07% |
1 Year | 7.42% | 15.02% |
3 Year | 20.2% | 25.29% |
5 Year | 24.5% | 30.4% |
SIP Return Analysis
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.32% | -0.03% |
1 Year | -6.51% | -5.06% |
3 Year | 11.94% | 19.19% |
5 Year | 15.06% | 20.53% |
Rolling Lumpsum Returns
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% |
Risk Management
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 | 0.75% | 1% |
Beta | 0.85% | 0.92% |
Alpha | -0.02% | 3.43% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.01 | 3.89 |
Large Cap | 44.09 | 45.7 |
Mid Cap | 35.56 | 37.27 |
Small Cap | 14.34 | 12.98 |
Sector Allocation
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.01 | 3.89 |
Telecom - Services | 5.62 | 5.38 |
Petroleum Products | 4.43 | 1.87 |
IT - Software | 2.87 | 7.3 |
Cement & Cement Products | 3.61 | 1.88 |
Construction | 1.57 | 1.77 |
Finance | 6.67 | 5.53 |
Diversified FMCG | 1.49 | 3.13 |
Banks | 23.92 | 20.82 |
Pharmaceuticals & Biotechnology | 4.11 | 7.06 |
Healthcare Services | 3.1 | - |
Capital Markets | 2.62 | 2.77 |
Consumer Durables | 0.81 | 1.37 |
Electrical Equipment | 0.82 | - |
Automobiles | 1.76 | 5.02 |
Beverages | 4.55 | - |
Industrial Products | 3.82 | 0.46 |
Diversified | 1.97 | - |
Gas | 0.7 | 0.09 |
Chemicals & Petrochemicals | 2.72 | 0.7 |
Leisure Services | 1.02 | 1.88 |
Auto Components | 3.14 | 2.2 |
Realty | 1.98 | 2.84 |
Fertilizers & Agrochemicals | 4.41 | 2.61 |
Commercial Services & Supplies | 3.27 | - |
Agricultural Food & other Products | 0.66 | - |
Retailing | 1.1 | 0.28 |
Power | 1.25 | 2.04 |
Transport Services | - | 3.36 |
Textiles & Apparels | - | 1.17 |
Insurance | - | 3.34 |
Diversified Metals | - | 2.8 |
Ferrous Metals | - | 1.09 |
Personal Products | - | 2.28 |
Oil | - | 1.28 |
Other Consumer Services | - | 0.81 |
Minerals & Mining | - | 1.42 |
Entertainment | - | 0.61 |
Paper, Forest & Jute Products | - | 0.79 |
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