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 -6.23% -10.41%
6 Month 10.11% -6.47%
1 Year 35.24% 27.97%
3 Year 18.65% 18.26%
5 Year 22.94% 23.8%

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 28.07% 9.51%
3 Year 29.28% 25.99%
5 Year 27.75% 26.91%

Rolling Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
1 Year 9.13% 15.18%
3 Year 8.77% 15.81%
5 Year 10.7% 14.26%

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 0.99% 1.39%
Beta 0.93% 0.97%
Alpha 3.01% 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

Others 1.84 14.36
Large Cap 44.52 48.99
Mid Cap 36.43 36.64
Small Cap 11.62 -

Sector Allocation

Scheme Name

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

Quant Large and Mid Cap Fund-Growth

Others 0.11 14.36
Automobiles 3.96 -
Telecom - Services 4.43 1.27
Petroleum Products 2.77 9.31
IT - Software 9.17 0.45
Cement & Cement Products 1.97 1.38
Pharmaceuticals & Biotechnology 7.43 9.07
Transport Services 2.93 4.4
Construction 2.05 5.87
Non - Ferrous Metals 0.85 -
Banks 22.13 -
Healthcare Services 1.17 -
Gas 2.61 -
Diversified FMCG 3.51 11.75
Fertilizers & Agrochemicals 1.65 -
Insurance 4.7 6.51
Diversified Metals 1.27 -
Realty 1.61 -
Ferrous Metals 1.14 7.1
Oil 1.32 -
Capital Markets 1.54 -
Consumer Durables 1.24 -
Textiles & Apparels 2.29 -
Other Consumer Services 0.52 -
Auto Components 1.66 7.82
Chemicals & Petrochemicals 0.8 -
Personal Products 1.58 0.6
Finance 3.75 7.2
Power 1.21 4.19
Paper, Forest & Jute Products 0.91 -
Leisure Services 2.13 -
Agricultural Food & other Products - 2.91
Food Products - 2.98
Diversified - 1.08
Beverages - 1.74

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