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) | ₹4047 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 | 2.94% | 2.69% |
6 Month | -2.67% | -2.85% |
1 Year | 7.95% | -8.13% |
3 Year | 25.92% | 23.02% |
5 Year | 28.2% | 25.43% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 7.67% | 6.74% |
1 Year | 6.19% | -1.25% |
3 Year | 22.06% | 16.94% |
5 Year | 21.97% | 19.83% |
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 | 12.33% | 16.673% |
Sharp | 1.17% | 0.777% |
Beta | 0.91% | 1.094% |
Alpha | 3.15% | 4.454% |
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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 | 5.04 | 12.41 |
Large Cap | 44.89 | 46.43 |
Mid Cap | 36.99 | 40.82 |
Small Cap | 12.9 | 0.34 |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 5.04 | 12.41 |
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 | - |
Energy | - | 9.95 |
Financial Services | - | 14.03 |
Industrials | - | 16.07 |
Consumer Defensive | - | 18.28 |
Basic Materials | - | 9.3 |
Healthcare | - | 6.82 |
Communication Services | - | 1.8 |
Consumer Cyclical | - | 6.97 |
Utilities | - | 4.37 |
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