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

Overview

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	Very High	Very High	Very High
Asset Size (Cr)	₹3002 Cr	₹3002 Cr	₹3441 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000	₹500
Min Addl Investment	₹500	₹500	₹1000
Launch Date	05 Feb 2015	05 Feb 2015	01 Aug 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	2.01
Manager	Yogesh Patil	Yogesh Patil	V Srivatsa
ISIN Code	INF767K01NB5	INF767K01NB5	INF789F01869
Exits Load	Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365	Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365	Exit load of 1% if redeemed less than 1 year/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	-1.2%	-1.2%	-0.33%
6 Month	23.99%	23.99%	23.2%
1 Year	45.94%	45.94%	48.59%
3 Year	18.28%	18.28%	22.67%
5 Year	21.35%	21.35%	25.94%

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	20.85%	20.85%	20.28%
3 Year	40.07%	40.07%	48.68%
5 Year	73.9%	73.9%	94.84%

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	22.45%	22.45%	26.93%
3 Year	56.29%	56.29%	69.55%
5 Year	85.03%	85.03%	104.13%

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	0.95%	0.95%	1.22%
Beta	0.93%	0.93%	0.93%
Alpha	-0.56%	-0.56%	2.82%

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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	5.39	5.39	1.84
Large Cap	40.58	40.58	44.52
Small Cap	17.2	17.2	11.62
Mid Cap	36.85	36.85	36.43

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	1.83	1.83	0.11
Energy	3.98	3.98	-
Technology	4.09	4.09	-
Financial	27.22	27.22	-
Consumer Staples	3.81	3.81	-
Materials	2.95	2.95	-
Chemicals	3.69	3.69	-
Services	12.7	12.7	-
Automobile	10.06	10.06	-
Capital Goods	18.23	18.23	-
Consumer Discretionary	2.26	2.26	-
Communication	0.96	0.96	-
Healthcare	2.87	2.87	-
Diversified	1.71	1.71	-
Insurance	0.9	0.9	4.7
Construction	0.8	0.8	2.05
Metals & Mining	1.18	1.18	-
Textiles	0.78	0.78	-
Automobiles	-	-	3.96
Telecom - Services	-	-	4.43
Petroleum Products	-	-	2.77
IT - Software	-	-	9.17
Cement & Cement Products	-	-	1.97
Pharmaceuticals & Biotechnology	-	-	7.43
Transport Services	-	-	2.93
Non - Ferrous Metals	-	-	0.85
Banks	-	-	22.13
Healthcare Services	-	-	1.17
Gas	-	-	2.61
Diversified FMCG	-	-	3.51
Fertilizers & Agrochemicals	-	-	1.65
Diversified Metals	-	-	1.27
Realty	-	-	1.61
Ferrous Metals	-	-	1.14
Oil	-	-	1.32
Capital Markets	-	-	1.54
Consumer Durables	-	-	1.24
Textiles & Apparels	-	-	2.29
Other Consumer Services	-	-	0.52
Auto Components	-	-	1.66
Chemicals & Petrochemicals	-	-	0.8
Personal Products	-	-	1.58
Finance	-	-	3.75
Power	-	-	1.21
Paper, Forest & Jute Products	-	-	0.91
Leisure Services	-	-	2.13