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 | 0.65% | -0.21% |
6 Month | 6.48% | 3.8% |
1 Year | 4.37% | 2.46% |
3 Year | 24.58% | 21.07% |
5 Year | 27.33% | 23.91% |
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 | 8.65% | 8.63% |
1 Year | 10.42% | 8.92% |
3 Year | 22.51% | 18.64% |
5 Year | 22.08% | 18.52% |
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% | 14.39% |
Sharp | 1.42% | 1.11% |
Beta | 0.93% | 0.98% |
Alpha | 2.94% | 2.68% |
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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 | 5.72 | 5.73 |
Large Cap | 44.99 | 45.61 |
Mid Cap | 36.27 | 36.81 |
Small Cap | 13.02 | 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 | 4.05 | 3.15 |
Communication Services | 6.59 | 2.48 |
Energy | 6.45 | 5.04 |
Technology | 9.23 | 10.72 |
Basic Materials | 9.41 | 9.54 |
Industrials | 7.34 | 14.88 |
Consumer Cyclical | 9.39 | 11.78 |
Healthcare | 7.53 | 7.93 |
Financial Services | 30.08 | 28.42 |
Real Estate | 2.49 | 2.05 |
Consumer Defensive | 5.35 | 2.14 |
Utilities | 2.09 | 1.87 |
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