- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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) | ₹2916 Cr | ₹2916 Cr | ₹4047 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 | 1.9 | 1.9 | 1.9 |
| 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 |
Trailing Lumpsum Returns
| 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 | -2.22% | -2.22% | -3.36% |
| 6 Month | -14.28% | -14.28% | -13.64% |
| 1 Year | 9.04% | 9.04% | 7.88% |
| 3 Year | 13.88% | 13.88% | 19.31% |
| 5 Year | 17.72% | 17.72% | 24.36% |
SIP Return Analysis
| 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 | -10.41% | -10.41% | -9.76% |
| 1 Year | -16.36% | -16.36% | -13.96% |
| 3 Year | 12.98% | 12.98% | 17.07% |
| 5 Year | 15.53% | 15.53% | 20.22% |
Rolling Lumpsum Returns
| 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 | 13.91% | 13.91% | 9.5% |
| 3 Year | 15.15% | 15.15% | 9.15% |
| 5 Year | 14.36% | 14.36% | 10.86% |
Risk Management
| 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 | 15.222% | 15.222% | 12.33% |
| Sharp | 0.407% | 0.407% | 0.82% |
| Beta | 0.962% | 0.962% | 0.93% |
| Alpha | -0.018% | -0.018% | 3.15% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| 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 | 6.28382 | 6.28382 | 5.61898 |
| Large Cap | 40.11095 | 40.11095 | 44.64286 |
| Small Cap | 17.1514 | 17.1514 | 12.54577 |
| Mid Cap | 36.45385 | 36.45385 | 37.19235 |
Sector Allocation
| 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 | 3.85589 | 3.85589 | 3.43749 |
| Energy | 3.14456 | 3.14456 | 2.44309 |
| Technology | 6.13968 | 6.13968 | 8.04425 |
| Consumer Defensive | 2.7721 | 2.7721 | 6.43245 |
| Financial Services | 24.5258 | 24.5258 | 33.24515 |
| Utilities | 2.41073 | 2.41073 | 2.06732 |
| Basic Materials | 9.15972 | 9.15972 | 11.44751 |
| Consumer Cyclical | 16.40821 | 16.40821 | 11.34252 |
| Industrials | 22.2016 | 22.2016 | 6.01627 |
| Communication Services | 1.74181 | 1.74181 | 6.28556 |
| Healthcare | 6.48207 | 6.48207 | 6.81646 |
| Real Estate | 1.15785 | 1.15785 | 2.42189 |
Top Comparisons
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns6.28%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns8.43%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
LIC MF Flexi Cap Fund-Growth
3Y Returns10.33%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.54%
Aditya Birla Sun Life Frontline Equity Fund-Growth
3Y Returns13.04%
Franklin India Flexi Cap Fund - Growth
3Y Returns16.75%
LIC MF Flexi Cap Fund-Growth
3Y Returns10.33%
