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UTI Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon UTI 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 HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹23140 Cr ₹4047 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 18 Feb 1994 30 Jul 2005
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 9.01% 32%
Expense Ratio 1.66 1.9
Manager Dhruv Muchhal V Srivatsa
ISIN Code INF179KA1RT1 INF789F01869
Exits Load HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 6.99% 6.59%
6 Month 2.77% 2.07%
1 Year 10.34% 15.02%
3 Year 24.75% 25.29%
5 Year 31.01% 30.4%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 0.55% -0.03%
1 Year -5.99% -5.06%
3 Year 16.91% 19.19%
5 Year 20.2% 20.53%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 14.17% 9.5%
3 Year 10.86% 9.15%
5 Year 11.39% 10.86%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.902% 12.33%
Sharp 0.746% 1%
Beta 1.012% 0.92%
Alpha 4.586% 3.43%

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Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Dhruv Muchhal V Srivatsa
Total AUM ₹520687 Cr ₹7921 Cr
Funds Managed 40 3
HDFC Large and Mid Cap Fund - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

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

Others 1.86 3.89
Large Cap 46.7 45.7
Small Cap 15.1 12.98
Mid Cap 36.35 37.27

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

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

Others 1.03 3.89
Communication Services 2.8 -
Basic Materials 5.38 -
Energy 3.19 -
Technology 11.17 -
Consumer Cyclical 13.16 -
Healthcare 12.81 -
Industrials 11.76 -
Financial Services 30.96 -
Consumer Defensive 2.49 -
Utilities 3.91 -
Real Estate 1.35 -
Telecom - Services - 5.38
Petroleum Products - 1.87
IT - Software - 7.3
Cement & Cement Products - 1.88
Transport Services - 3.36
Construction - 1.77
Textiles & Apparels - 1.17
Pharmaceuticals & Biotechnology - 7.06
Banks - 20.82
Realty - 2.84
Automobiles - 5.02
Gas - 0.09
Diversified FMCG - 3.13
Fertilizers & Agrochemicals - 2.61
Insurance - 3.34
Diversified Metals - 2.8
Ferrous Metals - 1.09
Personal Products - 2.28
Oil - 1.28
Capital Markets - 2.77
Consumer Durables - 1.37
Other Consumer Services - 0.81
Industrial Products - 0.46
Auto Components - 2.2
Chemicals & Petrochemicals - 0.7
Minerals & Mining - 1.42
Finance - 5.53
Entertainment - 0.61
Power - 2.04
Paper, Forest & Jute Products - 0.79
Leisure Services - 1.88
Retailing - 0.28

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