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UTI Large & Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹23698 Cr | ₹4861 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jul 1998 | 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 | 55% | 32% |
| Expense Ratio | 1.7 | 1.9 |
| Manager | Sharmila D'mello | V Srivatsa |
| ISIN Code | INF109K01431 | INF789F01869 |
| Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 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 | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.5% | 2.4% |
| 6 Month | 14.91% | 14.44% |
| 1 Year | 1.23% | -2.61% |
| 3 Year | 20.62% | 20.14% |
| 5 Year | 27.18% | 25.31% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.22% | 3.3% |
| 1 Year | 14.8% | 9.46% |
| 3 Year | 20.36% | 19.5% |
| 5 Year | 21.41% | 19.9% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.37% | 9.53% |
| 3 Year | 15.84% | 9.88% |
| 5 Year | 15.76% | 11.21% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.90% | 12.33% |
| Sharp | 1.08% | 1% |
| Beta | 0.86% | 0.95% |
| Alpha | 6.56% | 3% |
Fund Managers
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sharmila D'mello | V Srivatsa |
| Total AUM | ₹354743 Cr | ₹7921 Cr |
| Funds Managed | 35 | 3 |
| ICICI Prudential Large & Mid Cap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.49 | 5.97 |
| Large Cap | 43.86 | 45.68 |
| Mid Cap | 36.74 | 36 |
| Small Cap | 10.91 | 12.34 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.37 | 4.46 |
| Energy | 3.8 | 6.38 |
| Technology | 6.33 | 9.45 |
| Healthcare | 5.62 | 8.35 |
| Basic Materials | 11.57 | 9.27 |
| Consumer Defensive | 8.31 | 5.43 |
| Industrials | 8.62 | 7.78 |
| Financial Services | 18.21 | 29.97 |
| Consumer Cyclical | 23.11 | 8.61 |
| Real Estate | 1.06 | 2.3 |
| Communication Services | 2.88 | 5.78 |
| Utilities | 2.1 | 2.23 |
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