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) ₹4544 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 4.57% 2.86%
6 Month 3.42% -0.71%
1 Year 6.79% -7.66%
3 Year 26.55% 23.86%
5 Year 27.8% 25.19%

SIP Return Analysis

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
6 Month 10.75% 9.2%
1 Year 13.59% 4.82%
3 Year 23.68% 17.63%
5 Year 22.87% 20.22%

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 13.80% 16.673%
Sharp 1.35% 0.777%
Beta 0.96% 1.094%
Alpha 5.73% 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 3.69 8.73
Large Cap 45.22 48.68
Mid Cap 37.58 39.42
Small Cap 13.38 3.16

Sector Allocation

Scheme Name

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

Quant Large and Mid Cap Fund-Growth

Others 3.69 8.73
Telecom - Services 5.32 -
Petroleum Products 3.64 -
IT - Software 8.31 -
Cement & Cement Products 1.73 -
Transport Services 3.19 -
Construction 1.91 -
Chemicals & Petrochemicals 1.02 -
Textiles & Apparels 1.28 -
Pharmaceuticals & Biotechnology 6.92 -
Banks 19.01 -
Realty 2.49 -
Automobiles 4.23 -
Diversified FMCG 2.66 -
Fertilizers & Agrochemicals 2.03 -
Insurance 3.63 -
Diversified Metals 2.28 -
Oil 2.69 -
Ferrous Metals 0.84 -
Personal Products 2.18 -
Capital Markets 3.34 -
Consumer Durables 1.35 -
Other Consumer Services 0.77 -
Industrial Products 0.44 -
Auto Components 2.43 -
Minerals & Mining 1.4 -
Finance 5.23 -
Entertainment 0.6 -
Power 1.96 -
Paper, Forest & Jute Products 0.84 -
Leisure Services 1.85 -
Retailing 0.61 -
Energy - 9.82
Financial Services - 14.19
Industrials - 13.5
Basic Materials - 8.21
Communication Services - 3.78
Consumer Defensive - 17.41
Real Estate - 3.72
Healthcare - 7.16
Technology - 0
Consumer Cyclical - 9.06
Utilities - 4.43

Top Comparisons

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns17.69%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns17.69%

Compare Now

Kotak Large & Midcap Fund - Growth Kotak Large & Midcap Fund - Growth

3Y Returns24.12%

VS

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

3Y Returns20.65%

Compare Now

Bajaj Finserv Flexi Cap Fund Regular - Growth Bajaj Finserv Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns23.26%

Compare Now

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns6.87%

VS

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns6.84%

Compare Now
Add to Cart Successfully