UTI Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4047 Cr | ₹6470 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jul 2005 | 27 Feb 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% | 25% |
Expense Ratio | 1.9 | 1.85 |
Manager | V Srivatsa | Ashish Aggarwal |
ISIN Code | INF789F01869 | INF903J01DT1 |
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 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 6.09% | 5.58% |
6 Month | 2.48% | 1.17% |
1 Year | 14.65% | 8.5% |
3 Year | 25.25% | 19.54% |
5 Year | 30.49% | 25.07% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.54% | 4.86% |
1 Year | 4.96% | 2.49% |
3 Year | 22.97% | 16.93% |
5 Year | 22.62% | 17.32% |
Rolling Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 9.5% | 11.53% |
3 Year | 9.15% | 14.16% |
5 Year | 10.86% | 12.49% |
Risk Management
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.33% | 14.877% |
Sharp | 1% | 0.357% |
Beta | 0.92% | 0.998% |
Alpha | 3.43% | -1.131% |
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Fund Managers
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | V Srivatsa | Ashish Aggarwal |
Total AUM | ₹7921 Cr | ₹9635 Cr |
Funds Managed | 3 | 7 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.89 | 3.47 |
Large Cap | 45.7 | 52.13 |
Mid Cap | 37.27 | 35.95 |
Small Cap | 12.98 | 8.46 |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.89 | 3.47 |
Telecom - Services | 5.38 | - |
Petroleum Products | 1.87 | - |
IT - Software | 7.3 | - |
Cement & Cement Products | 1.88 | - |
Transport Services | 3.36 | - |
Construction | 1.77 | - |
Textiles & Apparels | 1.17 | - |
Pharmaceuticals & Biotechnology | 7.06 | - |
Banks | 20.82 | - |
Realty | 2.84 | - |
Automobiles | 5.02 | - |
Gas | 0.09 | - |
Diversified FMCG | 3.13 | - |
Fertilizers & Agrochemicals | 2.61 | - |
Insurance | 3.34 | - |
Diversified Metals | 2.8 | - |
Ferrous Metals | 1.09 | - |
Personal Products | 2.28 | - |
Oil | 1.28 | - |
Capital Markets | 2.77 | - |
Consumer Durables | 1.37 | - |
Other Consumer Services | 0.81 | - |
Industrial Products | 0.46 | - |
Auto Components | 2.2 | - |
Chemicals & Petrochemicals | 0.7 | - |
Minerals & Mining | 1.42 | - |
Finance | 5.53 | - |
Entertainment | 0.61 | - |
Power | 2.04 | - |
Paper, Forest & Jute Products | 0.79 | - |
Leisure Services | 1.88 | - |
Retailing | 0.28 | - |
Energy | - | 6.53 |
Technology | - | 7.5 |
Communication Services | - | 5.74 |
Basic Materials | - | 4.8 |
Industrials | - | 12.24 |
Financial Services | - | 23.3 |
Healthcare | - | 9.93 |
Consumer Cyclical | - | 16.44 |
Real Estate | - | 2.54 |
Consumer Defensive | - | 5.14 |
Utilities | - | 2.39 |
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