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

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

Axis Growth Opportunities Fund - Regular Plan - Growth

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

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Axis Growth Opportunities Fund - Regular Plan - Growth
1 Month	6.53%	2.78%
6 Month	24.29%	20.01%
1 Year	47.76%	42.99%
3 Year	22.95%	17.95%
5 Year	25.99%	24.77%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Axis Growth Opportunities Fund - Regular Plan - Growth
6 Month	-	-
1 Year	20.28%	18.54%
3 Year	48.68%	39.56%
5 Year	94.84%	79.96%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Axis Growth Opportunities Fund - Regular Plan - Growth
1 Year	26.93%	24.66%
3 Year	69.55%	58%
5 Year	104.13%	86.16%

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	1.25%	0.85%
Beta	0.92%	0.93%
Alpha	1.77%	-2.73%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Axis Growth Opportunities Fund - Regular Plan - Growth
Large Cap	44.52	38.94
Mid Cap	36.43	34.78
Small Cap	11.62	3.8
Others	1.84	22.46

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