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) | ₹4544 Cr | ₹3914 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 | 1.9 | 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 | 4.57% | 3.55% |
6 Month | 3.42% | 0.54% |
1 Year | 6.79% | 4.04% |
3 Year | 26.55% | 23.15% |
5 Year | 27.8% | 24.63% |
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 | 10.75% | 10.72% |
1 Year | 13.59% | 12.58% |
3 Year | 23.68% | 19.94% |
5 Year | 22.87% | 19.38% |
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 | 9.68% | 12.13% |
3 Year | 9.67% | 13.7% |
5 Year | 11.04% | 14.13% |
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% | 14.81% |
Sharp | 1.17% | 0.86% |
Beta | 0.91% | 0.98% |
Alpha | 3.15% | 2.20% |
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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 |
Funds Managed | 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 | 3.69 | 5.73 |
Large Cap | 45.22 | 45.61 |
Mid Cap | 37.58 | 36.81 |
Small Cap | 13.38 | 11.85 |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.69 | 3.15 |
Telecom - Services | 5.32 | - |
Petroleum Products | 3.64 | - |
IT - Software | 8.31 | - |
Cement & Cement Products | 1.73 | - |
Transport Services | 3.19 | - |
Construction | 1.91 | - |
Chemicals & Petrochemicals | 1.02 | - |
Textiles & Apparels | 1.28 | - |
Pharmaceuticals & Biotechnology | 6.92 | - |
Banks | 19.01 | - |
Realty | 2.49 | - |
Automobiles | 4.23 | - |
Diversified FMCG | 2.66 | - |
Fertilizers & Agrochemicals | 2.03 | - |
Insurance | 3.63 | - |
Diversified Metals | 2.28 | - |
Oil | 2.69 | - |
Ferrous Metals | 0.84 | - |
Personal Products | 2.18 | - |
Capital Markets | 3.34 | - |
Consumer Durables | 1.35 | - |
Other Consumer Services | 0.77 | - |
Industrial Products | 0.44 | - |
Auto Components | 2.43 | - |
Minerals & Mining | 1.4 | - |
Finance | 5.23 | - |
Entertainment | 0.6 | - |
Power | 1.96 | - |
Paper, Forest & Jute Products | 0.84 | - |
Leisure Services | 1.85 | - |
Retailing | 0.61 | - |
Energy | - | 5.04 |
Technology | - | 10.72 |
Basic Materials | - | 9.54 |
Industrials | - | 14.88 |
Financial Services | - | 28.42 |
Healthcare | - | 7.93 |
Consumer Cyclical | - | 11.78 |
Utilities | - | 1.87 |
Consumer Defensive | - | 2.14 |
Real Estate | - | 2.05 |
Communication Services | - | 2.48 |
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