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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) | ₹4993 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 | 3.12% | 2.16% |
| 6 Month | 7.56% | 2.29% |
| 1 Year | 6.67% | -0.43% |
| 3 Year | 21.51% | 16.15% |
| 5 Year | 24.39% | 22.76% |
SIP Return Analysis
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.55% | 0.77% |
| 1 Year | 12.69% | 5.03% |
| 3 Year | 18.29% | 10.95% |
| 5 Year | 18.9% | 15.19% |
Rolling Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 9.13% | 13.98% |
| 3 Year | 10.31% | 16.54% |
| 5 Year | 11.39% | 14.65% |
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 | 1.09% | 0.777% |
| Beta | 0.95% | 1.094% |
| Alpha | 2.5% | 4.454% |
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 | 4.84 | 14.36 |
| Large Cap | 48.17 | 46.78 |
| Mid Cap | 34.45 | 36.1 |
| Small Cap | 12.55 | 2.76 |
Sector Allocation
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.15 | 8.23 |
| Communication Services | 5.02 | 4.12 |
| Energy | 8.26 | 10.52 |
| Technology | 10.15 | 5.93 |
| Basic Materials | 7.68 | 6.43 |
| Industrials | 8.36 | 16.39 |
| Consumer Cyclical | 10.69 | 8.33 |
| Healthcare | 7.63 | 7.49 |
| Financial Services | 28.65 | 10.87 |
| Real Estate | 2.51 | 3.72 |
| Consumer Defensive | 5.83 | 11.49 |
| Utilities | 2.08 | 6.48 |
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