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) | ₹9997 Cr | ₹4865 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 | -1.24% | -2.52% |
6 Month | 14.67% | 12.8% |
1 Year | -4.17% | -3.98% |
3 Year | 22.66% | 20.6% |
5 Year | 24.9% | 23.48% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.75% | 0.23% |
1 Year | 5.19% | 1.62% |
3 Year | 20.18% | 17.84% |
5 Year | 21.1% | 19.38% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.51% | 9.53% |
3 Year | 12.23% | 9.88% |
5 Year | 11.2% | 11.21% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.41% | 12.33% |
Sharp | 1.25% | 1.16% |
Beta | 0.95% | 0.95% |
Alpha | 7.90% | 2.75% |
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 | 8.16 | 5.97 |
Large Cap | 38.79 | 45.68 |
Small Cap | 13.63 | 12.34 |
Mid Cap | 39.42 | 36 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.26 | 4.46 |
Energy | 3.78 | 6.38 |
Technology | 10.04 | 9.45 |
Consumer Cyclical | 9.6 | 8.61 |
Industrials | 9.53 | 7.78 |
Financial Services | 29.98 | 29.97 |
Basic Materials | 7.25 | 9.27 |
Healthcare | 6.79 | 8.35 |
Real Estate | 3.67 | 2.3 |
Communication Services | 4.54 | 5.78 |
Consumer Defensive | 6.73 | 5.43 |
Utilities | 2.83 | 2.23 |
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