Axis Growth Opportunities Fund vs UTI Large & Mid Cap Fund compare

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

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tortoise-icon Axis Growth Opportunities Fund - Regular Plan - Growth

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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 Axis Growth Opportunities Fund - Regular Plan - Growth
Fund UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3441 Cr ₹13275 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Aug 2005 10 Oct 2018
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% 23%
Expense Ratio 2.01 1.69
Manager V Srivatsa Shreyash Devalkar
ISIN Code INF789F01869 INF846K01J79
Exits Load Exit load of 1% if redeemed less than 1 year/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
1 Month -6.23% -5.43%
6 Month 10.11% 7.44%
1 Year 35.24% 30.22%
3 Year 18.65% 13.04%
5 Year 22.94% 21.61%

SIP Return Analysis

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
6 Month - -
1 Year 28.07% 23.48%
3 Year 29.28% 23.99%
5 Year 27.75% 23.39%

Rolling Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
1 Year 9.13% 20.5%
3 Year 8.77% 20.38%
5 Year 10.7% 21.53%

Risk Management

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
Standard Deviation 12.33% 14.31%
Sharp 0.99% 0.85%
Beta 0.93% 0.93%
Alpha 3.01% -2.73%

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Fund Managers

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth
Name V Srivatsa Shreyash Devalkar
Total AUM ₹7921 Cr ₹166770 Cr
Fund Manage 3 14
UTI Large & Mid Cap Fund - Regular Plan - Growth Option Axis Growth Opportunities Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 1.84 22.46
Large Cap 44.52 38.94
Mid Cap 36.43 34.78
Small Cap 11.62 3.8

Sector Allocation

Scheme Name

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

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 0.11 3.23
Automobiles 3.96 -
Telecom - Services 4.43 -
Petroleum Products 2.77 -
IT - Software 9.17 -
Cement & Cement Products 1.97 -
Pharmaceuticals & Biotechnology 7.43 -
Transport Services 2.93 -
Construction 2.05 4.8
Non - Ferrous Metals 0.85 -
Banks 22.13 -
Healthcare Services 1.17 -
Gas 2.61 -
Diversified FMCG 3.51 -
Fertilizers & Agrochemicals 1.65 -
Insurance 4.7 1.5
Diversified Metals 1.27 -
Realty 1.61 -
Ferrous Metals 1.14 -
Oil 1.32 -
Capital Markets 1.54 -
Consumer Durables 1.24 -
Textiles & Apparels 2.29 -
Other Consumer Services 0.52 -
Auto Components 1.66 -
Chemicals & Petrochemicals 0.8 -
Personal Products 1.58 -
Finance 3.75 -
Power 1.21 -
Paper, Forest & Jute Products 0.91 -
Leisure Services 2.13 -
Healthcare - 8.89
Services - 12.29
Financial - 15.26
Energy - 8.71
Capital Goods - 14.62
Materials - 2.57
Consumer Staples - 3.43
Metals & Mining - 0.99
Automobile - 8.33
Consumer Discretionary - 1.23
Chemicals - 4.42
Technology - 6.16
Diversified - 0.16
Communication - 2.55
Unclassified - 0.84

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