UTI Large & Mid Cap Fund vs Edelweiss Large & Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3976 Cr | ₹3645 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jul 2005 | 14 Jun 2007 |
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 | 32% | 30% |
Expense Ratio | 1.96 | 1.87 |
Manager | V Srivatsa | Trideep Bhattacharya |
ISIN Code | INF789F01869 | INF843K01047 |
Exits Load | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.3% | -6.33% |
6 Month | -6.76% | -6.73% |
1 Year | 14.38% | 8.98% |
3 Year | 18.29% | 14.55% |
5 Year | 21.06% | 17.89% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 4.53% | 2.35% |
3 Year | 23.35% | 19.21% |
5 Year | 24.06% | 20.18% |
Rolling Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.5% | 12.44% |
3 Year | 9.15% | 13.57% |
5 Year | 10.86% | 14.04% |
Risk Management
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.33% | 12.38% |
Sharp | 0.87% | 0.97% |
Beta | 0.94% | 0.95% |
Alpha | 2.49% | -0.01% |
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Fund Managers
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | V Srivatsa | Trideep Bhattacharya |
Total AUM | ₹7921 Cr | ₹0 Cr |
Fund Manage | 3 | 9 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.17 | 3.91 |
Large Cap | 45.28 | 48.46 |
Mid Cap | 37.38 | 36.23 |
Small Cap | 12.2 | 11.4 |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.17 | 2.03 |
Telecom - Services | 5.34 | - |
Petroleum Products | 1.73 | - |
IT - Software | 9.63 | - |
Cement & Cement Products | 2.96 | - |
Transport Services | 2.93 | - |
Construction | 1.73 | 5.55 |
Textiles & Apparels | 2.2 | - |
Pharmaceuticals & Biotechnology | 6.78 | - |
Banks | 20.76 | - |
Healthcare Services | 1.43 | - |
Automobiles | 2.85 | - |
Gas | 1.98 | - |
Diversified FMCG | 3.74 | - |
Fertilizers & Agrochemicals | 1.4 | - |
Insurance | 5.66 | 0.86 |
Diversified Metals | 2.53 | - |
Realty | 1.63 | - |
Ferrous Metals | 1.22 | - |
Capital Markets | 2.48 | - |
Consumer Durables | 1.34 | - |
Other Consumer Services | 0.83 | - |
Industrial Products | 0.35 | - |
Auto Components | 1.74 | - |
Chemicals & Petrochemicals | 0.74 | - |
Personal Products | 0.68 | - |
Finance | 4.84 | - |
Entertainment | 0.89 | - |
Power | 1.61 | - |
Paper, Forest & Jute Products | 0.64 | - |
Leisure Services | 2.22 | - |
Energy | - | 3.71 |
Materials | - | 7.47 |
Technology | - | 8.79 |
Financial | - | 24.14 |
Healthcare | - | 6.04 |
Metals & Mining | - | 5.37 |
Capital Goods | - | 12.21 |
Chemicals | - | 1.43 |
Automobile | - | 8.7 |
Services | - | 5.85 |
Consumer Staples | - | 2.37 |
Consumer Discretionary | - | 3.65 |
Communication | - | 1.83 |
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