LIC MF Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹3083 Cr | ₹3083 Cr | ₹3976 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 25 Feb 2015 | 25 Feb 2015 | 30 Jul 2005 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY LARGE MIDCAP 250 TRI |
| Turn Over | % | 46% | 32% |
| Expense Ratio | 1.91 | 1.91 | 1.96 |
| Manager | Yogesh Patil | Yogesh Patil | V Srivatsa |
| ISIN Code | INF767K01NB5 | INF767K01NB5 | INF789F01869 |
| Exits Load | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 |
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -8.32% | -8.32% | -5.05% |
| 6 Month | -6.99% | -6.99% | -4.66% |
| 1 Year | 15.55% | 15.55% | 18.92% |
| 3 Year | 13.71% | 13.71% | 19.15% |
| 5 Year | 17.09% | 17.09% | 22.16% |
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 15.01% | 15.01% | 12.52% |
| 3 Year | 23.79% | 23.79% | 26.57% |
| 5 Year | 22.33% | 22.33% | 26.26% |
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 13.43% | 13.43% | 9.13% |
| 3 Year | 15.11% | 15.11% | 8.77% |
| 5 Year | 14% | 14% | 10.7% |
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 12.59% | 12.59% | 12.33% |
| Sharp | 0.79% | 0.79% | 1.01% |
| Beta | 0.92% | 0.92% | 0.92% |
| Alpha | -0.42% | -0.42% | 3.79% |
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| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | V Srivatsa |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹7921 Cr |
| Fund Manage | 7 | 7 | 3 |
| LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.55 | 2.55 | 5.17 |
| Large Cap | 40.75 | 40.75 | 45.28 |
| Mid Cap | 38.05 | 38.05 | 37.38 |
| Small Cap | 18.63 | 18.63 | 12.2 |
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.55 | 2.55 | 5.17 |
| Petroleum Products | 2.74 | 2.74 | 1.73 |
| IT - Software | 4.75 | 4.75 | 9.63 |
| Finance | 8.52 | 8.52 | 4.84 |
| Diversified FMCG | 2.06 | 2.06 | 3.74 |
| Banks | 14.6 | 14.6 | 20.76 |
| Cement & Cement Products | 1.33 | 1.33 | 2.96 |
| Chemicals & Petrochemicals | 1.43 | 1.43 | 0.74 |
| Leisure Services | 3.41 | 3.41 | 2.22 |
| Auto Components | 6.67 | 6.67 | 1.74 |
| Industrial Manufacturing | 4.77 | 4.77 | - |
| Construction | 1.07 | 1.07 | 1.73 |
| Transport Services | 1.54 | 1.54 | 2.93 |
| Fertilizers & Agrochemicals | 2.55 | 2.55 | 1.4 |
| Non - Ferrous Metals | 1.07 | 1.07 | - |
| IT - Services | 0.43 | 0.43 | - |
| Automobiles | 2.35 | 2.35 | 2.85 |
| Insurance | 2.27 | 2.27 | 5.66 |
| Agricultural Food & other Products | 0.94 | 0.94 | - |
| Consumer Durables | 2.41 | 2.41 | 1.34 |
| Power | 1.24 | 1.24 | 1.61 |
| Aerospace & Defense | 1.66 | 1.66 | - |
| Industrial Products | 9.42 | 9.42 | 0.35 |
| Telecom - Services | 1.52 | 1.52 | 5.34 |
| Pharmaceuticals & Biotechnology | 2.92 | 2.92 | 6.78 |
| Healthcare Services | 2.38 | 2.38 | 1.43 |
| Electrical Equipment | 4.2 | 4.2 | - |
| Diversified | 1.17 | 1.17 | - |
| Textiles & Apparels | 1.2 | 1.2 | 2.2 |
| Realty | 1.12 | 1.12 | 1.63 |
| Gas | 0.68 | 0.68 | 1.98 |
| Retailing | 4.25 | 4.25 | - |
| Transport Infrastructure | 0.76 | 0.76 | - |
| Diversified Metals | - | - | 2.53 |
| Ferrous Metals | - | - | 1.22 |
| Capital Markets | - | - | 2.48 |
| Other Consumer Services | - | - | 0.83 |
| Personal Products | - | - | 0.68 |
| Entertainment | - | - | 0.89 |
| Paper, Forest & Jute Products | - | - | 0.64 |
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