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Edelweiss Large & Mid Cap 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 Edelweiss 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 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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