UTI Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2916 Cr | ₹2916 Cr | ₹4047 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹1000 |
Launch Date | 25 Feb 2015 | 25 Feb 2015 | 30 Jul 2005 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | % | 46% | 32% |
Expense Ratio | 1.9 | 1.9 | 1.9 |
Manager | Yogesh Patil | Yogesh Patil | V Srivatsa |
ISIN Code | INF767K01NB5 | INF767K01NB5 | INF789F01869 |
Exits Load | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 6.93% | 6.93% | 7.29% |
6 Month | -0.58% | -0.58% | 0.46% |
1 Year | 12.47% | 12.47% | 14.36% |
3 Year | 19.24% | 19.24% | 24.64% |
5 Year | 23.78% | 23.78% | 29.63% |
SIP Return Analysis
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | -1.56% | -1.56% | -0.03% |
1 Year | -9.36% | -9.36% | -5.06% |
3 Year | 14.99% | 14.99% | 19.19% |
5 Year | 15.91% | 15.91% | 20.53% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 13.91% | 13.91% | 9.5% |
3 Year | 15.15% | 15.15% | 9.15% |
5 Year | 14.36% | 14.36% | 10.86% |
Risk Management
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 15.222% | 15.222% | 12.33% |
Sharp | 0.407% | 0.407% | 1% |
Beta | 0.962% | 0.962% | 0.92% |
Alpha | -0.018% | -0.018% | 3.43% |
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Fund Managers
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Yogesh Patil | Yogesh Patil | V Srivatsa |
Total AUM | ₹5898 Cr | ₹5898 Cr | ₹7921 Cr |
Funds Managed | 7 | 7 | 3 |
LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 6.28 | 6.28 | 3.89 |
Large Cap | 40.11 | 40.11 | 45.7 |
Small Cap | 17.15 | 17.15 | 12.98 |
Mid Cap | 36.45 | 36.45 | 37.27 |
Sector Allocation
Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 3.86 | 3.86 | 3.89 |
Energy | 3.14 | 3.14 | - |
Technology | 6.14 | 6.14 | - |
Consumer Defensive | 2.77 | 2.77 | - |
Financial Services | 24.53 | 24.53 | - |
Utilities | 2.41 | 2.41 | - |
Basic Materials | 9.16 | 9.16 | - |
Consumer Cyclical | 16.41 | 16.41 | - |
Industrials | 22.2 | 22.2 | - |
Communication Services | 1.74 | 1.74 | - |
Healthcare | 6.48 | 6.48 | - |
Real Estate | 1.16 | 1.16 | - |
Telecom - Services | - | - | 5.38 |
Petroleum Products | - | - | 1.87 |
IT - Software | - | - | 7.3 |
Cement & Cement Products | - | - | 1.88 |
Transport Services | - | - | 3.36 |
Construction | - | - | 1.77 |
Textiles & Apparels | - | - | 1.17 |
Pharmaceuticals & Biotechnology | - | - | 7.06 |
Banks | - | - | 20.82 |
Realty | - | - | 2.84 |
Automobiles | - | - | 5.02 |
Gas | - | - | 0.09 |
Diversified FMCG | - | - | 3.13 |
Fertilizers & Agrochemicals | - | - | 2.61 |
Insurance | - | - | 3.34 |
Diversified Metals | - | - | 2.8 |
Ferrous Metals | - | - | 1.09 |
Personal Products | - | - | 2.28 |
Oil | - | - | 1.28 |
Capital Markets | - | - | 2.77 |
Consumer Durables | - | - | 1.37 |
Other Consumer Services | - | - | 0.81 |
Industrial Products | - | - | 0.46 |
Auto Components | - | - | 2.2 |
Chemicals & Petrochemicals | - | - | 0.7 |
Minerals & Mining | - | - | 1.42 |
Finance | - | - | 5.53 |
Entertainment | - | - | 0.61 |
Power | - | - | 2.04 |
Paper, Forest & Jute Products | - | - | 0.79 |
Leisure Services | - | - | 1.88 |
Retailing | - | - | 0.28 |
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