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) ₹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%

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
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

Top Comparisons

Bandhan Focused Fund - Regular Plan - Growth Bandhan Focused Fund - Regular Plan - Growth

3Y Returns21.54%

VS

360 ONE Focused Fund Regular-Growth 360 ONE Focused Fund Regular-Growth

3Y Returns20.33%

Compare Now

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns22.34%

VS

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns22.59%

Compare Now

HDFC Mid-Cap Fund - Growth Plan HDFC Mid-Cap Fund - Growth Plan

3Y Returns30.58%

VS

Tata Mid Cap Fund Regular Plan- Growth Option Tata Mid Cap Fund Regular Plan- Growth Option

3Y Returns23.87%

Compare Now

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns7.03%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns7.11%

Compare Now
Add to Cart Successfully