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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) | ₹28892 Cr | ₹5498 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 | 1.32% | 1.14% |
| 6 Month | 0.52% | 2.07% |
| 1 Year | 6.43% | 7.28% |
| 3 Year | 20.47% | 22.09% |
| 5 Year | 20.82% | 20.52% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.11% | 5.64% |
| 1 Year | 15.63% | 19.9% |
| 3 Year | 15.94% | 19.01% |
| 5 Year | 18.09% | 19.32% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.14% | 8.94% |
| 3 Year | 13.28% | 10.52% |
| 5 Year | 12.34% | 11.47% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.97% | 12.33% |
| Sharp | 1.01% | 1.18% |
| Beta | 1.01% | 0.94% |
| Alpha | 0.78% | 3.34% |
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 | 5.09 | 5.47 |
| Large Cap | 44.28 | 48.19 |
| Small Cap | 11.85 | 12.64 |
| Mid Cap | 38.78 | 33.7 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.02 | 3.52 |
| Communication Services | 3.22 | 4.75 |
| Energy | 3.16 | 8.18 |
| Technology | 10.31 | 10.31 |
| Consumer Cyclical | 13.64 | 10.88 |
| Healthcare | 12.4 | 7.5 |
| Basic Materials | 6.59 | 7.56 |
| Consumer Defensive | 2.91 | 5.78 |
| Industrials | 9.77 | 8.28 |
| Financial Services | 31.25 | 28.65 |
| Real Estate | 2.34 | 2.67 |
| Utilities | 3.4 | 1.93 |
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