Mirae Asset Large & Midcap Fund vs UTI Large & Mid Cap Fund compare
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹36514 Cr | ₹4047 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Jul 2010 | 30 Jul 2005 |
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 | 52% | 32% |
Expense Ratio | 1.54 | 1.9 |
Manager | Neelesh Surana | V Srivatsa |
ISIN Code | INF769K01101 | INF789F01869 |
Exits Load | Mirae Asset Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.8% | 5.31% |
6 Month | -13.88% | -12.9% |
1 Year | 2.7% | 10.21% |
3 Year | 11.85% | 18.59% |
5 Year | 26.72% | 31.59% |
SIP Return Analysis
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.13% | -5.39% |
1 Year | -11.07% | -7.49% |
3 Year | 12.93% | 20.01% |
5 Year | 15.79% | 21.77% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.21% | 9.5% |
3 Year | 20.67% | 9.15% |
5 Year | 21.41% | 10.86% |
Risk Management
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.18% | 12.33% |
Sharp | 0.35% | 0.82% |
Beta | 0.958% | 0.93% |
Alpha | -1.215% | 3.15% |
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Fund Managers
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Neelesh Surana | V Srivatsa |
Total AUM | ₹49127 Cr | ₹7921 Cr |
Funds Managed | 2 | 3 |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.69 | 5.62 |
Large Cap | 48.77 | 44.64 |
Small Cap | 15.27 | 12.55 |
Mid Cap | 35.26 | 37.19 |
Sector Allocation
Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.69 | 3.44 |
Energy | 3.38 | 2.44 |
Technology | 9.15 | 8.04 |
Consumer Cyclical | 12.53 | 11.34 |
Basic Materials | 9.46 | 11.45 |
Industrials | 13.67 | 6.02 |
Financial Services | 28.3 | 33.25 |
Consumer Defensive | 2.7 | 6.43 |
Healthcare | 10.28 | 6.82 |
Real Estate | 1.69 | 2.42 |
Communication Services | 3.85 | 6.29 |
Utilities | 4.3 | 2.07 |
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