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

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Large and Mid Cap Fund-Growth

Invest Now

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) ₹3976 Cr ₹3709 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 1.96 1.88
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 -4.29% -0.1%
6 Month -3.9% -10.65%
1 Year 18.96% 11.1%
3 Year 18.91% 19.84%
5 Year 21.21% 24.5%

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 7.22% -3.63%
3 Year 24.12% 22.32%
5 Year 24.72% 24.68%

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 1.01% 1.39%
Beta 0.92% 0.97%
Alpha 3.79% 5.83%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.17 14.36
Large Cap 45.28 48.99
Mid Cap 37.38 36.64
Small Cap 12.2 -

Sector Allocation

Scheme Name

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

Quant Large and Mid Cap Fund-Growth

Others 5.17 14.36
Telecom - Services 5.34 1.27
Petroleum Products 1.73 9.31
IT - Software 9.63 0.45
Cement & Cement Products 2.96 1.38
Transport Services 2.93 4.4
Construction 1.73 5.87
Textiles & Apparels 2.2 -
Pharmaceuticals & Biotechnology 6.78 9.07
Banks 20.76 -
Healthcare Services 1.43 -
Automobiles 2.85 -
Gas 1.98 -
Diversified FMCG 3.74 11.75
Fertilizers & Agrochemicals 1.4 -
Insurance 5.66 6.51
Diversified Metals 2.53 -
Realty 1.63 -
Ferrous Metals 1.22 7.1
Capital Markets 2.48 -
Consumer Durables 1.34 -
Other Consumer Services 0.83 -
Industrial Products 0.35 -
Auto Components 1.74 7.82
Chemicals & Petrochemicals 0.74 -
Personal Products 0.68 0.6
Finance 4.84 7.2
Entertainment 0.89 -
Power 1.61 4.19
Paper, Forest & Jute Products 0.64 -
Leisure Services 2.22 -
Agricultural Food & other Products - 2.91
Food Products - 2.98
Diversified - 1.08
Beverages - 1.74

Top Comparisons

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns17.12%

VS

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

3Y Returns8.66%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns6.76%

VS

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.81%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns10.57%

VS

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns11.29%

Compare Now

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns19.97%

VS

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns11.29%

Compare Now
Request call back
Add to Cart Successfully