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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) | ₹26849 Cr | ₹4865 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 | -2.88% | -3.21% |
| 6 Month | 9.6% | 7.69% |
| 1 Year | -0.41% | 0.41% |
| 3 Year | 19.84% | 20.76% |
| 5 Year | 25.57% | 24.81% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.39% | 3.66% |
| 1 Year | 3.48% | 1.91% |
| 3 Year | 16.69% | 18.39% |
| 5 Year | 19.37% | 19.52% |
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 | 13.97% | 12.33% |
| Sharp | 1.00% | 1.16% |
| Beta | 1.02% | 0.95% |
| Alpha | 4.48% | 2.75% |
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 | 4.83 | 5.97 |
| Large Cap | 45.07 | 45.68 |
| Small Cap | 14.56 | 12.34 |
| Mid Cap | 35.53 | 36 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.8 | 4.46 |
| Communication Services | 3.31 | 5.78 |
| Energy | 3.2 | 6.38 |
| Technology | 9.69 | 9.45 |
| Consumer Cyclical | 12.95 | 8.61 |
| Healthcare | 12.12 | 8.35 |
| Industrials | 11.12 | 7.78 |
| Basic Materials | 6.38 | 9.27 |
| Financial Services | 31.13 | 29.97 |
| Consumer Defensive | 2.5 | 5.43 |
| Real Estate | 2.01 | 2.3 |
| Utilities | 3.78 | 2.23 |
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