Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Large and Mid Cap Fund-Growth

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.44%

VS

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns7.64%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns7.54%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

Compare Now

Kotak Multicap Fund-Regular Plan-Growth Kotak Multicap Fund-Regular Plan-Growth

3Y Returns28.32%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns20.37%

Compare Now

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

3Y Returns19.8%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns31.46%

Compare Now
Add to Cart Successfully