Edelweiss Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4047 Cr | ₹3610 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jul 2005 | 14 Jun 2007 |
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% | 30% |
Expense Ratio | 1.9 | 1.87 |
Manager | V Srivatsa | Trideep Bhattacharya |
ISIN Code | INF789F01869 | INF843K01047 |
Exits Load | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.31% | 5.13% |
6 Month | -12.9% | -13.83% |
1 Year | 10.21% | 6.03% |
3 Year | 18.59% | 14.18% |
5 Year | 31.59% | 26.28% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.39% | -6.68% |
1 Year | -7.49% | -9.41% |
3 Year | 20.01% | 15.87% |
5 Year | 21.77% | 17.98% |
Rolling Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.5% | 12.44% |
3 Year | 9.15% | 13.57% |
5 Year | 10.86% | 14.04% |
Risk Management
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.33% | 14.02% |
Sharp | 0.82% | 0.675% |
Beta | 0.93% | 0.965% |
Alpha | 3.15% | 1.947% |
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Fund Managers
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | V Srivatsa | Trideep Bhattacharya |
Total AUM | ₹7921 Cr | ₹0 Cr |
Funds Managed | 3 | 9 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.62 | 2.57 |
Large Cap | 44.64 | 46.81 |
Mid Cap | 37.19 | 36.47 |
Small Cap | 12.55 | 14.15 |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.44 | 1.51 |
Communication Services | 6.29 | 1.82 |
Energy | 2.44 | 3.08 |
Technology | 8.04 | 14.48 |
Basic Materials | 11.45 | 7.14 |
Industrials | 6.02 | 12.99 |
Consumer Cyclical | 11.34 | 17.31 |
Healthcare | 6.82 | 9.24 |
Financial Services | 33.25 | 25.92 |
Real Estate | 2.42 | 2.38 |
Utilities | 2.07 | 1.83 |
Consumer Defensive | 6.43 | 2.29 |
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