Sundaram Large and Midcap Fund Regular Plan vs UTI Large & Mid Cap Fund compare

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

Sundaram Large and Midcap Fund Regular Plan - Growth

Overview

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3441 Cr	₹6862 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	01 Aug 2005	10 Feb 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%	25%
Expense Ratio	2.01	1.8
Manager	V Srivatsa	Ashish Aggarwal
ISIN Code	INF789F01869	INF903J01DT1
Exits Load	Exit load of 1% if redeemed less than 1 year/365	For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	4.78%	1.74%
6 Month	29.62%	20.95%
1 Year	46.29%	45.53%
3 Year	23.14%	21.07%
5 Year	26.34%	24.83%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	20.28%	16.68%
3 Year	48.68%	36.77%
5 Year	94.84%	71.73%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	26.93%	21.86%
3 Year	69.55%	54.63%
5 Year	104.13%	79.56%

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.33%	12.94%
Sharp	1.22%	0.93%
Beta	0.93%	0.94%
Alpha	2.82%	-2.61%

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Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	V Srivatsa	Ashish Aggarwal
Total AUM	₹7921 Cr	₹9635 Cr
Fund Manage	3	7
	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.84	5.32
Large Cap	44.52	52.7
Mid Cap	36.43	36.68
Small Cap	11.62	5.29

Scheme Name	UTI Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	0.11	2.18
Automobiles	3.96	-
Telecom - Services	4.43	-
Petroleum Products	2.77	-
IT - Software	9.17	-
Cement & Cement Products	1.97	-
Pharmaceuticals & Biotechnology	7.43	-
Transport Services	2.93	-
Construction	2.05	5.06
Non - Ferrous Metals	0.85	-
Banks	22.13	-
Healthcare Services	1.17	-
Gas	2.61	-
Diversified FMCG	3.51	-
Fertilizers & Agrochemicals	1.65	-
Insurance	4.7	-
Diversified Metals	1.27	-
Realty	1.61	-
Ferrous Metals	1.14	-
Oil	1.32	-
Capital Markets	1.54	-
Consumer Durables	1.24	-
Textiles & Apparels	2.29	-
Other Consumer Services	0.52	-
Auto Components	1.66	-
Chemicals & Petrochemicals	0.8	-
Personal Products	1.58	-
Finance	3.75	-
Power	1.21	-
Paper, Forest & Jute Products	0.91	-
Leisure Services	2.13	-
Energy	-	7.42
Materials	-	4.59
Technology	-	5.45
Financial	-	22.85
Healthcare	-	8.7
Consumer Staples	-	5.6
Metals & Mining	-	2.59
Services	-	9.45
Capital Goods	-	11.07
Automobile	-	8.53
Consumer Discretionary	-	2.07
Communication	-	2.87
Chemicals	-	0.95
Textiles	-	0.61