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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) | ₹5635 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 | -1.76% | -8.31% |
| 6 Month | 3.69% | -7.42% |
| 1 Year | 12.88% | -4.28% |
| 3 Year | 22.07% | 13.89% |
| 5 Year | 21.01% | 17.03% |
SIP Return Analysis
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.96% | -8.69% |
| 1 Year | 4.82% | -15.07% |
| 3 Year | 14.59% | 2.44% |
| 5 Year | 17.06% | 10.12% |
Rolling Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 8.95% | 13.59% |
| 3 Year | 10.55% | 16.39% |
| 5 Year | 11.48% | 14.75% |
Risk Management
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.33% | 15.18% |
| Sharp | 1.18% | 0.6% |
| Beta | 0.94% | 1.12% |
| Alpha | 3.34% | -4.77% |
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 | 7 | 22.6 |
| Large Cap | 46.84 | 45.35 |
| Small Cap | 12.43 | 2.81 |
| Mid Cap | 33.74 | 29.24 |
Sector Allocation
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.82 | 16.78 |
| Communication Services | 5.49 | 2.23 |
| Energy | 8.47 | 10.11 |
| Technology | 10.3 | 5.82 |
| Industrials | 7.59 | 12.84 |
| Financial Services | 27.98 | 11.09 |
| Basic Materials | 7.67 | 6.08 |
| Consumer Cyclical | 10.46 | 8.93 |
| Healthcare | 7.37 | 6.96 |
| Real Estate | 3.1 | 3.59 |
| Consumer Defensive | 5.72 | 9.37 |
| Utilities | 2.03 | 6.2 |
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