UTI Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4544 Cr | ₹3612 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jul 2005 | 09 Jan 2007 |
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 | 32% | % |
Expense Ratio | 1.9 | 1.9 |
Manager | V Srivatsa | Sanjeev Sharma |
ISIN Code | INF789F01869 | INF966L01341 |
Exits Load | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | 4.57% | 2.86% |
6 Month | 3.42% | -0.71% |
1 Year | 6.79% | -7.66% |
3 Year | 26.55% | 23.86% |
5 Year | 27.8% | 25.19% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 10.75% | 9.2% |
1 Year | 13.59% | 4.82% |
3 Year | 23.68% | 17.63% |
5 Year | 22.87% | 20.22% |
Rolling Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 9.68% | 14.7% |
3 Year | 9.67% | 16.36% |
5 Year | 11.04% | 14.53% |
Risk Management
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.80% | 16.673% |
Sharp | 1.35% | 0.777% |
Beta | 0.96% | 1.094% |
Alpha | 5.73% | 4.454% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | V Srivatsa | Sanjeev Sharma |
Total AUM | ₹7921 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.69 | 8.73 |
Large Cap | 45.22 | 48.68 |
Mid Cap | 37.58 | 39.42 |
Small Cap | 13.38 | 3.16 |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.69 | 8.73 |
Telecom - Services | 5.32 | - |
Petroleum Products | 3.64 | - |
IT - Software | 8.31 | - |
Cement & Cement Products | 1.73 | - |
Transport Services | 3.19 | - |
Construction | 1.91 | - |
Chemicals & Petrochemicals | 1.02 | - |
Textiles & Apparels | 1.28 | - |
Pharmaceuticals & Biotechnology | 6.92 | - |
Banks | 19.01 | - |
Realty | 2.49 | - |
Automobiles | 4.23 | - |
Diversified FMCG | 2.66 | - |
Fertilizers & Agrochemicals | 2.03 | - |
Insurance | 3.63 | - |
Diversified Metals | 2.28 | - |
Oil | 2.69 | - |
Ferrous Metals | 0.84 | - |
Personal Products | 2.18 | - |
Capital Markets | 3.34 | - |
Consumer Durables | 1.35 | - |
Other Consumer Services | 0.77 | - |
Industrial Products | 0.44 | - |
Auto Components | 2.43 | - |
Minerals & Mining | 1.4 | - |
Finance | 5.23 | - |
Entertainment | 0.6 | - |
Power | 1.96 | - |
Paper, Forest & Jute Products | 0.84 | - |
Leisure Services | 1.85 | - |
Retailing | 0.61 | - |
Energy | - | 9.82 |
Financial Services | - | 14.19 |
Industrials | - | 13.5 |
Basic Materials | - | 8.21 |
Communication Services | - | 3.78 |
Consumer Defensive | - | 17.41 |
Real Estate | - | 3.72 |
Healthcare | - | 7.16 |
Technology | - | 0 |
Consumer Cyclical | - | 9.06 |
Utilities | - | 4.43 |
Top Comparisons
LIC MF Flexi Cap Fund-Growth
3Y Returns17.69%
LIC MF Flexi Cap Fund-Regular Plan-Growth
3Y Returns17.69%
Kotak Large & Midcap Fund - Growth
3Y Returns24.12%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns20.65%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns23.26%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.87%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.84%