UTI vs Nippon India Large Cap Fund compare
Nippon India Large Cap Fund- Growth Plan Bonus Option
UTI - Master Share-Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | UTI - Master Share-Growth Option |
|---|---|---|
| Fund | Nippon India Large Cap Fund- Growth Plan Bonus Option | UTI - Master Share-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹50876 Cr | ₹13322 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Aug 2007 | 30 Jul 2005 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | BSE 100 |
| Turn Over | 52% | 17% |
| Expense Ratio | 1.62 | 1.76 |
| Manager | Ashutosh Bhargava | Karthikraj Lakshmanan |
| ISIN Code | INF204K01554 | INF789F01976 |
| Exits Load | Exit load of 1% if redeemed within 7 days./365 | UTI Large 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 | Nippon India Large Cap Fund- Growth Plan Bonus Option | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Month | - | -2.34% |
| 6 Month | - | 1.55% |
| 1 Year | - | 7.7% |
| 3 Year | - | 13.42% |
| 5 Year | - | 13.03% |
SIP Return Analysis
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | - | -2.69% |
| 1 Year | - | 0.25% |
| 3 Year | - | 8.19% |
| 5 Year | - | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | - | 11.24% |
| 3 Year | - | 12.26% |
| 5 Year | - | 13.36% |
Risk Management
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 11.31% | 11.82% |
| Sharp | 1.07% | 0.68% |
| Beta | 0.92% | 0.88% |
| Alpha | 4.00% | -0.4% |
Fund Managers
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | UTI - Master Share-Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Karthikraj Lakshmanan |
| Total AUM | ₹121448 Cr | ₹14959 Cr |
| Funds Managed | 12 | 2 |
| Nippon India Large Cap Fund- Growth Plan Bonus Option | UTI - Master Share-Growth Option |
Market Cap
| Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 0.74 | 8.03 |
| Large Cap | 83.62 | 81.96 |
| Mid Cap | 8.92 | 9.16 |
| Small Cap | 6.72 | 0.86 |
Sector Allocation
| Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 0.74 | 2.1 |
| Energy | 13.71 | 6.69 |
| Capital Goods | 6.48 | - |
| Technology | 5.82 | 12.61 |
| Construction | 3.68 | - |
| Financial | 32.78 | - |
| Consumer Staples | 9.78 | - |
| Healthcare | 2.35 | 3.01 |
| Materials | 2.11 | - |
| Services | 7.57 | - |
| Metals & Mining | 2.31 | - |
| Automobile | 7.04 | - |
| Insurance | 3.17 | - |
| Communication | 1.02 | - |
| Diversified | 0.38 | - |
| Chemicals | 0.7 | - |
| Textiles | 0.36 | - |
| Industrials | - | 9.64 |
| Basic Materials | - | 5.65 |
| Financial Services | - | 33.46 |
| Consumer Cyclical | - | 12.53 |
| Consumer Defensive | - | 9.13 |
| Communication Services | - | 4.91 |
| Utilities | - | 0.29 |
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