BANDHAN Core Equity Fund vs UTI Large & Mid Cap Fund compare

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tortoise-icon BANDHAN Core Equity Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5350 Cr ₹3441 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2005 01 Aug 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 1.85 2.01
Manager Manish Gunwani V Srivatsa
ISIN Code INF194K01524 INF789F01869
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -6.77% -6.23%
6 Month 6.84% 10.11%
1 Year 36.31% 35.24%
3 Year 21.09% 18.65%
5 Year 22.53% 22.94%

SIP Return Analysis

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 25.55% 28.07%
3 Year 31.17% 29.28%
5 Year 28.28% 27.75%

Rolling Lumpsum Returns

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.81% 9.13%
3 Year 11.75% 8.77%
5 Year 10.81% 10.7%

Risk Management

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.84% 12.33%
Sharp 1.39% 0.99%
Beta 0.93% 0.93%
Alpha 3.83% 3.01%

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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
Fund Manage 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 3.3 1.84
Large Cap 44.47 44.52
Mid Cap 36.32 36.43
Small Cap 15.95 11.62

Sector Allocation

Scheme Name

BANDHAN Core Equity Fund - Regular Plan - Growth

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

Others 3.3 0.11
Petroleum Products 3.92 2.77
IT - Software 6.63 9.17
Cement & Cement Products 2.01 1.97
Pharmaceuticals & Biotechnology 7.13 7.43
IT - Services 0.24 -
Construction 2.81 2.05
Finance 6.76 3.75
Diversified FMCG 2.01 3.51
Non - Ferrous Metals 0.45 0.85
Banks 16.01 22.13
Electrical Equipment 3.53 -
Auto Components 4.47 1.66
Industrial Manufacturing 0.34 -
Industrial Products 3.09 -
Telecom - Services 3.07 4.43
Capital Markets 0.98 1.54
Consumer Durables 1.39 1.24
Transport Services 2.26 2.93
Automobiles 3.57 3.96
Insurance 1.82 4.7
Chemicals & Petrochemicals 0.92 0.8
Agricultural, Commercial & Construction Vehicles 0.99 -
Ferrous Metals 0.8 1.14
Entertainment 0.64 -
Fertilizers & Agrochemicals 0.56 1.65
Oil 1.55 1.32
Commercial Services & Supplies 1.09 -
Retailing 5.19 -
Healthcare Services 1.47 1.17
Financial Technology (Fintech) 1.81 -
Diversified 0.84 -
Realty 2.85 1.61
Minerals & Mining 0.68 -
Leisure Services 1.05 2.13
Beverages 0.37 -
Power 1.72 1.21
Textiles & Apparels 1.3 2.29
Gas 0.42 2.61
Diversified Metals - 1.27
Other Consumer Services - 0.52
Personal Products - 1.58
Paper, Forest & Jute Products - 0.91

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