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

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

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HDFC Large and Mid Cap Fund - Growth Option

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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)	₹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	1.16%	2.04%
6 Month	8.71%	7.52%
1 Year	4.4%	3.2%
3 Year	19.8%	20.73%
5 Year	25.5%	24.84%

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	13.35%	9.38%
3 Year	11.41%	10.11%
5 Year	11.57%	11.35%

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%	1.08%
Beta	1.01%	0.95%
Alpha	1.34%	2.88%

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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