BANDHAN Core Equity Fund vs UTI Large & Mid Cap Fund compare
BANDHAN Core Equity Fund - Regular Plan - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | BANDHAN Core Equity Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | BANDHAN Core Equity Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7574 Cr | ₹4047 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2005 | 30 Jul 2005 |
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 | 71% | 32% |
Expense Ratio | 1.78 | 1.9 |
Manager | Manish Gunwani | V Srivatsa |
ISIN Code | INF194K01524 | INF789F01869 |
Exits Load | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Large & 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 | BANDHAN Core Equity Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.71% | 6.37% |
6 Month | -12.32% | -12.02% |
1 Year | 9.81% | 10.76% |
3 Year | 20.76% | 18.96% |
5 Year | 31.38% | 31.84% |
SIP Return Analysis
Scheme Name | BANDHAN Core Equity Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -4.58% | -5.39% |
1 Year | -7.66% | -7.49% |
3 Year | 22.06% | 20.01% |
5 Year | 22.91% | 21.77% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Core Equity Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.23% | 9.5% |
3 Year | 11.91% | 9.15% |
5 Year | 10.96% | 10.86% |
Risk Management
Scheme Name | BANDHAN Core Equity Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.642% | 12.33% |
Sharp | 0.906% | 0.82% |
Beta | 0.97% | 0.93% |
Alpha | 6.978% | 3.15% |
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Fund Managers
Scheme Name | BANDHAN Core Equity Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Manish Gunwani | V Srivatsa |
Total AUM | ₹8731 Cr | ₹7921 Cr |
Funds Managed | 4 | 3 |
BANDHAN Core Equity Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
BANDHAN Core Equity Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.52 | 5.62 |
Large Cap | 43.7 | 44.64 |
Mid Cap | 35.19 | 37.19 |
Small Cap | 12.59 | 12.55 |
Sector Allocation
Scheme Name |
BANDHAN Core Equity Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.45 | 3.44 |
Basic Materials | 9.93 | 11.45 |
Energy | 2.62 | 2.44 |
Technology | 8.49 | 8.04 |
Consumer Cyclical | 10.63 | 11.34 |
Healthcare | 10.8 | 6.82 |
Consumer Defensive | 6.69 | 6.43 |
Industrials | 9.41 | 6.02 |
Financial Services | 25.96 | 33.25 |
Communication Services | 3.05 | 6.29 |
Real Estate | 2.87 | 2.42 |
Utilities | 1.11 | 2.07 |
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