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) | ₹8773 Cr | ₹4865 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 | -2.66% | -3.03% |
6 Month | 10% | 9.47% |
1 Year | -0.94% | 1.26% |
3 Year | 14.45% | 20.59% |
5 Year | 19.72% | 24.83% |
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 | 1.53% | 2.67% |
1 Year | 1.2% | 3.18% |
3 Year | 11.65% | 18.85% |
5 Year | 14.38% | 19.77% |
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 | 16.09% | 9.53% |
3 Year | 15.41% | 9.88% |
5 Year | 14.46% | 11.21% |
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 | 0.89% | 1.16% |
Beta | 0.88% | 0.95% |
Alpha | -0.7% | 2.75% |
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 | 8.71 | 5.97 |
Large Cap | 43.85 | 45.68 |
Mid Cap | 34.26 | 36 |
Small Cap | 13.17 | 12.34 |
Sector Allocation
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.61 | 4.46 |
Communication Services | 5.67 | 5.78 |
Energy | 4.44 | 6.38 |
Technology | 2.43 | 9.45 |
Basic Materials | 14.62 | 9.27 |
Industrials | 10.01 | 7.78 |
Financial Services | 31.09 | 29.97 |
Healthcare | 6.77 | 8.35 |
Consumer Cyclical | 5.22 | 8.61 |
Consumer Defensive | 6.3 | 5.43 |
Utilities | 2.18 | 2.23 |
Real Estate | 3.67 | 2.3 |
Top Comparisons
ICICI Prudential Multicap Fund - Growth
3Y Returns20.03%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns16.79%
HSBC Business Cycles Fund - Regular Growth
3Y Returns21.02%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.14%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.35%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.18%