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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 | 4.36% | 4.36% | 2.94% |
| 6 Month | -3.54% | -3.54% | -2.67% |
| 1 Year | 6.11% | 6.11% | 7.95% |
| 3 Year | 20.91% | 20.91% | 25.92% |
| 5 Year | 23.63% | 23.63% | 28.2% |
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 | 8.37% | 8.37% | 7.67% |
| 1 Year | 6.03% | 6.03% | 6.19% |
| 3 Year | 19.51% | 19.51% | 22.06% |
| 5 Year | 18.31% | 18.31% | 21.97% |
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 | 13.54% | 13.54% | 9.68% |
| 3 Year | 15.07% | 15.07% | 9.67% |
| 5 Year | 14.97% | 14.97% | 11.04% |
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% | 1.17% |
| Beta | 0.962% | 0.962% | 0.91% |
| Alpha | -0.018% | -0.018% | 3.15% |
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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 | 5.04 |
| Large Cap | 40.11 | 40.11 | 44.89 |
| Small Cap | 17.15 | 17.15 | 12.9 |
| Mid Cap | 36.45 | 36.45 | 36.99 |
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 | 5.04 |
| 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 | - | - | 5.68 |
| Petroleum Products | - | - | 2.68 |
| IT - Software | - | - | 7.12 |
| Cement & Cement Products | - | - | 1.77 |
| Transport Services | - | - | 3.18 |
| Construction | - | - | 1.66 |
| Chemicals & Petrochemicals | - | - | 0.93 |
| Textiles & Apparels | - | - | 1.29 |
| Pharmaceuticals & Biotechnology | - | - | 6.49 |
| Banks | - | - | 20.32 |
| Realty | - | - | 2.9 |
| Automobiles | - | - | 4.25 |
| Diversified FMCG | - | - | 3.06 |
| Fertilizers & Agrochemicals | - | - | 2.25 |
| Insurance | - | - | 3.52 |
| Diversified Metals | - | - | 2.29 |
| Oil | - | - | 2.41 |
| Ferrous Metals | - | - | 0.79 |
| Personal Products | - | - | 2.42 |
| Capital Markets | - | - | 2.93 |
| Consumer Durables | - | - | 1.23 |
| Other Consumer Services | - | - | 0.77 |
| Industrial Products | - | - | 0.41 |
| Auto Components | - | - | 2.31 |
| Minerals & Mining | - | - | 1.26 |
| Finance | - | - | 5.27 |
| Entertainment | - | - | 0.6 |
| Power | - | - | 2.03 |
| Paper, Forest & Jute Products | - | - | 0.75 |
| Leisure Services | - | - | 1.92 |
| Retailing | - | - | 0.29 |
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