Quant Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
Fund UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3441 Cr ₹3283 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2005 11 Dec 2006
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 32% %
Expense Ratio 2.01 1.93
Manager V Srivatsa Sanjeev Sharma
ISIN Code INF789F01869 INF966L01341
Exits Load Exit load of 1% if redeemed less than 1 year/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
1 Month 7.47% -0.62%
6 Month 25.96% 20.21%
1 Year 50.03% 60.9%
3 Year 23.56% 29.39%
5 Year 26.59% 29.99%

SIP Return Analysis

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 20.28% 28.41%
3 Year 48.68% 63.79%
5 Year 94.84% 120.52%

Rolling Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
1 Year 26.93% 30.27%
3 Year 69.55% 82.52%
5 Year 104.13% 126.28%

Risk Management

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
Standard Deviation 12.33% 15.18%
Sharp 1.25% 1.39%
Beta 0.92% 0.97%
Alpha 1.77% 5.83%

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Fund Managers

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
Name V Srivatsa Sanjeev Sharma
Total AUM ₹7921 Cr ₹39731 Cr
Fund Manage 3 22
UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Quant Large and Mid Cap Fund-Growth

Large Cap 44.52 44.7
Mid Cap 36.43 37.51
Small Cap 11.62 3.59
Others 1.84 14.22

Sector Allocation

Scheme Name

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Quant Large and Mid Cap Fund-Growth

Banks 22.13 -
Diversified FMCG 3.51 -
IT - Software 9.17 -
Petroleum Products 2.77 -
Insurance 4.7 4.01
Pharmaceuticals & Biotechnology 7.43 -
Cement & Cement Products 1.97 -
Finance 3.75 -
Telecom - Services 4.43 -
Textiles & Apparels 2.29 -
Automobiles 3.96 -
Auto Components 1.66 -
Fertilizers & Agrochemicals 1.65 -
Realty 1.61 -
Personal Products 1.58 -
Transport Services 2.93 -
Capital Markets 1.54 -
Gas 2.61 -
Oil 1.32 -
Construction 2.05 -
Leisure Services 2.13 -
Diversified Metals 1.27 -
Consumer Durables 1.24 -
Power 1.21 -
Healthcare Services 1.17 -
Ferrous Metals 1.14 -
Paper, Forest & Jute Products 0.91 -
Non - Ferrous Metals 0.85 -
Chemicals & Petrochemicals 0.8 -
Other Consumer Services 0.52 -
Others 0.11 -4.42
Energy - 16.03
Financial - 24.01
Capital Goods - 7.25
Healthcare - 7.82
Automobile - 5.22
Metals & Mining - 12.35
Consumer Staples - 8.45
Services - 8.4
Technology - 5.65
Materials - 5.25

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