UTI Large & Mid Cap Fund vs BANDHAN Core Equity Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹10818 Cr | ₹4993 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2005 | 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 | 71% | 32% |
Expense Ratio | 1.78 | 1.9 |
Manager | Manish Gunwani | V Srivatsa |
ISIN Code | INF194K01524 | INF789F01869 |
Exits Load | Bandhan Core Equity 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 | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.67% | -0.33% |
6 Month | 10.72% | 8.07% |
1 Year | 2.63% | -0.19% |
3 Year | 24.92% | 22.18% |
5 Year | 25.62% | 25.61% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.42% | 0.95% |
1 Year | 15.62% | 9.14% |
3 Year | 21.47% | 18.3% |
5 Year | 21.62% | 19.18% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.21% | 9.38% |
3 Year | 12.32% | 10.11% |
5 Year | 11.26% | 11.35% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.37% | 12.33% |
Sharp | 1.19% | 1.08% |
Beta | 0.98% | 0.95% |
Alpha | 7.29% | 2.88% |
Fund Managers
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Manish Gunwani | V Srivatsa |
Total AUM | ₹8731 Cr | ₹7921 Cr |
Funds Managed | 4 | 3 |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.81 | 3.93 |
Large Cap | 35.86 | 48.52 |
Mid Cap | 40.89 | 34.85 |
Small Cap | 14.44 | 12.7 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.11 | 2.42 |
Energy | 3.74 | 7.34 |
Technology | 8.77 | 9.66 |
Consumer Cyclical | 11.03 | 11.04 |
Industrials | 8.68 | 8.14 |
Financial Services | 28.6 | 29.29 |
Healthcare | 7.68 | 8.5 |
Real Estate | 3.49 | 2.42 |
Basic Materials | 8.26 | 8.43 |
Communication Services | 5.45 | 5.03 |
Consumer Defensive | 7.48 | 5.59 |
Utilities | 1.71 | 2.14 |
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