- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5291 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 | 0.37% | -0.56% |
| 6 Month | 4.77% | -0.96% |
| 1 Year | 2.8% | -2.91% |
| 3 Year | 21.07% | 14.27% |
| 5 Year | 22.24% | 19.69% |
SIP Return Analysis
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.37% | 1.03% |
| 1 Year | 16.87% | 6.75% |
| 3 Year | 18.56% | 10.67% |
| 5 Year | 18.98% | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 9.03% | 13.86% |
| 3 Year | 10.42% | 16.49% |
| 5 Year | 11.44% | 14.69% |
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 | 2.83% | 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 | 5.47 | 14.36 |
| Large Cap | 48.19 | 46.78 |
| Small Cap | 12.64 | 2.76 |
| Mid Cap | 33.7 | 36.1 |
Sector Allocation
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.52 | 8.23 |
| Communication Services | 4.75 | 4.12 |
| Energy | 8.18 | 10.52 |
| Technology | 10.31 | 5.93 |
| Industrials | 8.28 | 16.39 |
| Basic Materials | 7.56 | 6.43 |
| Consumer Cyclical | 10.88 | 8.33 |
| Healthcare | 7.5 | 7.49 |
| Financial Services | 28.65 | 10.87 |
| Real Estate | 2.67 | 3.72 |
| Consumer Defensive | 5.78 | 11.49 |
| Utilities | 1.93 | 6.48 |
Top Comparisons
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16.33%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns12.94%
ICICI Prudential Smallcap Fund - Growth
3Y Returns15.92%
Quant Small Cap Fund Regular Growth
3Y Returns19.9%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.15%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns10.72%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.98%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.79%
