Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Nifty 50 Index Fund - Growth Plan HDFC Nifty 50 Index Fund - Growth Plan

3Y Returns10.74%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns13.33%

Compare Now

DSP Income Plus Arbitrage Fund of Fund - Reg - Growth DSP Income Plus Arbitrage Fund of Fund - Reg - Growth

3Y Returns7.68%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns10.76%

Compare Now

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns7.07%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns16.18%

Compare Now

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns11.98%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns16.05%

Compare Now
Add to Cart Successfully