UTI Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare

UTI Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	5.32%	4.58%
6 Month	8.65%	3.98%
1 Year	4.33%	-3.64%
3 Year	21.94%	17.05%
5 Year	26.12%	24.41%

SIP Return Analysis

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Quant Large and Mid Cap Fund-Growth
6 Month	2.03%	1.1%
1 Year	11.61%	5.48%
3 Year	19.13%	12.38%
5 Year	19.64%	16.42%

Rolling Lumpsum Returns

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Quant Large and Mid Cap Fund-Growth
1 Year	9.38%	14.06%
3 Year	10.11%	16.58%
5 Year	11.35%	14.66%

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	1.08%	0.777%
Beta	0.95%	1.094%
Alpha	2.88%	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	3.93	15.05
Large Cap	48.52	45.57
Mid Cap	34.85	36.58
Small Cap	12.7	2.8

Sector Allocation

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Quant Large and Mid Cap Fund-Growth
Others	2.42	9.27
Communication Services	5.03	3.76
Energy	7.34	9.84
Technology	9.66	4.21
Basic Materials	8.43	6.16
Industrials	8.14	15.12
Consumer Cyclical	11.04	8.48
Healthcare	8.5	7.29
Financial Services	29.29	11.02
Real Estate	2.42	3.57
Consumer Defensive	5.59	15.25
Utilities	2.14	6.02

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