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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) | ₹26158 Cr | ₹4861 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 | 3.46% | 3.04% |
| 6 Month | 17.89% | 15.59% |
| 1 Year | -1.63% | -2.04% |
| 3 Year | 20.52% | 21.26% |
| 5 Year | 25.58% | 25.01% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.07% | 3.3% |
| 1 Year | 12.32% | 9.46% |
| 3 Year | 18.23% | 19.5% |
| 5 Year | 19.9% | 19.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.53% | 9.53% |
| 3 Year | 11.24% | 9.88% |
| 5 Year | 11.53% | 11.21% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.05% | 12.33% |
| Sharp | 0.85% | 1% |
| Beta | 1.03% | 0.95% |
| Alpha | 4.53% | 3% |
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 | 4.17 | 5.5 |
| Large Cap | 44.14 | 46.55 |
| Small Cap | 13.55 | 12.32 |
| Mid Cap | 38.13 | 35.63 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.21 | 4.07 |
| Communication Services | 3.21 | 5.65 |
| Energy | 2.98 | 6.34 |
| Technology | 9.8 | 10 |
| Consumer Cyclical | 14.27 | 9.78 |
| Healthcare | 12.67 | 8.06 |
| Basic Materials | 6.48 | 9.16 |
| Consumer Defensive | 2.64 | 5.68 |
| Industrials | 10.77 | 7.84 |
| Financial Services | 29.96 | 28.85 |
| Real Estate | 2.41 | 2.46 |
| Utilities | 3.6 | 2.11 |
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