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 | ₹4866 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 | -3.91% | -4.22% |
6 Month | 6.03% | 4.52% |
1 Year | -3.06% | -1.66% |
3 Year | 20.36% | 21.32% |
5 Year | 26.83% | 25.7% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.34% | 5.49% |
1 Year | 8.64% | 6.75% |
3 Year | 19.83% | 21.45% |
5 Year | 21.45% | 21.52% |
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 | 14.53% | 12.33% |
Sharp | 1.25% | 1.42% |
Beta | 1.01% | 0.93% |
Alpha | 4.47% | 2.94% |
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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 | 5.72 |
Large Cap | 45.07 | 44.99 |
Small Cap | 14.56 | 13.02 |
Mid Cap | 35.53 | 36.27 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.78 | 4.05 |
Communication Services | 3.31 | 6.59 |
Basic Materials | 6.4 | 9.41 |
Energy | 3.2 | 6.45 |
Technology | 9.69 | 9.23 |
Consumer Cyclical | 12.95 | 9.39 |
Healthcare | 12.12 | 7.53 |
Industrials | 11.12 | 7.34 |
Financial Services | 31.13 | 30.08 |
Consumer Defensive | 2.5 | 5.35 |
Real Estate | 2.01 | 2.49 |
Utilities | 3.78 | 2.09 |
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