Quant Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Quant Large and Mid Cap Fund-Growth
Chart Comparison
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) | ₹4047 Cr | ₹3612 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jul 2005 | 09 Jan 2007 |
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 | 1.9 | 1.9 |
Manager | V Srivatsa | Sanjeev Sharma |
ISIN Code | INF789F01869 | INF966L01341 |
Exits Load | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | 6.37% | 8.46% |
6 Month | -12.02% | -16.47% |
1 Year | 10.76% | -4.66% |
3 Year | 18.96% | 15.62% |
5 Year | 31.84% | 29.68% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | -5.39% | -6.71% |
1 Year | -7.49% | -19.49% |
3 Year | 20.01% | 15.33% |
5 Year | 21.77% | 19.87% |
Rolling Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 9.5% | - |
3 Year | 9.15% | - |
5 Year | 10.86% | - |
Risk Management
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.33% | 16.673% |
Sharp | 0.82% | 0.777% |
Beta | 0.93% | 1.094% |
Alpha | 3.15% | 4.454% |
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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 |
Funds Managed | 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 | 5.62 | 12.41 |
Large Cap | 44.64 | 46.43 |
Mid Cap | 37.19 | 40.82 |
Small Cap | 12.55 | 0.34 |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.44 | 12.41 |
Communication Services | 6.29 | 1.8 |
Energy | 2.44 | 9.95 |
Technology | 8.04 | - |
Basic Materials | 11.45 | 9.3 |
Industrials | 6.02 | 16.07 |
Consumer Cyclical | 11.34 | 6.97 |
Healthcare | 6.82 | 6.82 |
Financial Services | 33.25 | 14.03 |
Real Estate | 2.42 | - |
Utilities | 2.07 | 4.37 |
Consumer Defensive | 6.43 | 18.28 |
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