LIC MF Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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tortoise-icon UTI 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 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) ₹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

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 3.05% 3.05% 2%
6 Month 4.7% 4.7% 6.08%
1 Year 27.83% 27.83% 28.88%
3 Year 17.07% 17.07% 21.75%
5 Year 19.04% 19.04% 23.32%

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 - - -
1 Year 21.43% 21.43% 19.86%
3 Year 24.61% 24.61% 28.13%
5 Year 22.84% 22.84% 27.17%

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 13.43% 13.43% 9.13%
3 Year 15.11% 15.11% 8.77%
5 Year 14% 14% 10.7%

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 12.59% 12.59% 12.33%
Sharp 0.79% 0.79% 1.09%
Beta 0.92% 0.92% 0.92%
Alpha -0.42% -0.42% 3.45%

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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 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

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 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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