UTI Large & Mid Cap Fund vs Edelweiss Large & Mid Cap Fund compare

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4047 Cr	₹3610 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

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	2.94%	3.99%
6 Month	-2.67%	-4.48%
1 Year	7.95%	6.62%
3 Year	25.92%	22.79%
5 Year	28.2%	25.17%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	7.67%	8.69%
1 Year	6.19%	6.76%
3 Year	22.06%	18.85%
5 Year	21.97%	18.8%

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%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.33%	14.02%
Sharp	1.17%	0.675%
Beta	0.91%	0.965%
Alpha	3.15%	1.947%

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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

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Others	5.04	2.57
Large Cap	44.89	46.81
Mid Cap	36.99	36.47
Small Cap	12.9	14.15

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Others	5.04	1.51
Telecom - Services	5.68	-
Petroleum Products	2.68	-
IT - Software	7.12	-
Cement & Cement Products	1.77	-
Transport Services	3.18	-
Construction	1.66	-
Chemicals & Petrochemicals	0.93	-
Textiles & Apparels	1.29	-
Pharmaceuticals & Biotechnology	6.49	-
Banks	20.32	-
Realty	2.9	-
Automobiles	4.25	-
Diversified FMCG	3.06	-
Fertilizers & Agrochemicals	2.25	-
Insurance	3.52	-
Diversified Metals	2.29	-
Oil	2.41	-
Ferrous Metals	0.79	-
Personal Products	2.42	-
Capital Markets	2.93	-
Consumer Durables	1.23	-
Other Consumer Services	0.77	-
Industrial Products	0.41	-
Auto Components	2.31	-
Minerals & Mining	1.26	-
Finance	5.27	-
Entertainment	0.6	-
Power	2.03	-
Paper, Forest & Jute Products	0.75	-
Leisure Services	1.92	-
Retailing	0.29	-
Energy	-	3.08
Industrials	-	12.99
Technology	-	14.48
Consumer Cyclical	-	17.31
Basic Materials	-	7.14
Financial Services	-	25.92
Healthcare	-	9.24
Utilities	-	1.83
Consumer Defensive	-	2.29
Real Estate	-	2.38
Communication Services	-	1.82