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UTI Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹26949 Cr | ₹4993 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 | 1.8% | 3.35% |
| 6 Month | 8.53% | 8.13% |
| 1 Year | 9.55% | 8.63% |
| 3 Year | 20.17% | 21.5% |
| 5 Year | 24.82% | 24.31% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.51% | 2.55% |
| 1 Year | 14.5% | 12.69% |
| 3 Year | 16.89% | 18.29% |
| 5 Year | 18.74% | 18.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.33% | 9.13% |
| 3 Year | 13.04% | 10.31% |
| 5 Year | 12.27% | 11.39% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.90% | 12.33% |
| Sharp | 0.96% | 1.09% |
| Beta | 1.01% | 0.95% |
| Alpha | 1.34% | 2.5% |
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 | 3.81 | 4.84 |
| Large Cap | 44.55 | 48.17 |
| Small Cap | 13.45 | 12.55 |
| Mid Cap | 38.19 | 34.45 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.73 | 3.15 |
| Communication Services | 3.14 | 5.02 |
| Energy | 3.18 | 8.26 |
| Technology | 9.66 | 10.15 |
| Consumer Cyclical | 14.45 | 10.69 |
| Healthcare | 12.85 | 7.63 |
| Basic Materials | 6.85 | 7.68 |
| Consumer Defensive | 2.74 | 5.83 |
| Industrials | 10.27 | 8.36 |
| Financial Services | 30.08 | 28.65 |
| Real Estate | 2.33 | 2.51 |
| Utilities | 3.73 | 2.08 |
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