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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) | ₹4861 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 | 3.04% | 2.3% |
| 6 Month | 15.59% | 11.1% |
| 1 Year | -2.04% | -11.92% |
| 3 Year | 21.26% | 16.14% |
| 5 Year | 25.01% | 22.99% |
SIP Return Analysis
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.3% | -0.29% |
| 1 Year | 9.46% | -0.6% |
| 3 Year | 19.5% | 11.87% |
| 5 Year | 19.9% | 16.24% |
Rolling Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 9.53% | 14.36% |
| 3 Year | 9.88% | 16.59% |
| 5 Year | 11.21% | 14.6% |
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% | 0.777% |
| Beta | 0.95% | 1.094% |
| Alpha | 3% | 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 | 5.5 | 8.54 |
| Large Cap | 46.55 | 51 |
| Mid Cap | 35.63 | 37.88 |
| Small Cap | 12.32 | 2.59 |
Sector Allocation
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.07 | 7.82 |
| Communication Services | 5.65 | 3.66 |
| Energy | 6.34 | 11.58 |
| Technology | 10 | 4.35 |
| Basic Materials | 9.16 | 6.46 |
| Industrials | 7.84 | 15.16 |
| Consumer Cyclical | 9.78 | 7.67 |
| Healthcare | 8.06 | 6.95 |
| Financial Services | 28.85 | 10.64 |
| Real Estate | 2.46 | 3.7 |
| Consumer Defensive | 5.68 | 16.97 |
| Utilities | 2.11 | 5.03 |
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