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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
Chart Comparison
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) | ₹4047 Cr | ₹6470 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jul 2005 | 27 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 | 1.9 | 1.85 |
| Manager | V Srivatsa | Ashish Aggarwal |
| ISIN Code | INF789F01869 | INF903J01DT1 |
| 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 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.2% | 8.72% |
| 6 Month | -12.76% | -12.22% |
| 1 Year | 12.29% | 7.93% |
| 3 Year | 19.91% | 13.69% |
| 5 Year | 31.18% | 25.04% |
SIP Return Analysis
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.12% | -3.65% |
| 1 Year | -4.81% | -7.72% |
| 3 Year | 20.78% | 14.51% |
| 5 Year | 22.23% | 16.75% |
Rolling Lumpsum Returns
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.5% | 11.53% |
| 3 Year | 9.15% | 14.16% |
| 5 Year | 10.86% | 12.49% |
Risk Management
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.33% | 14.877% |
| Sharp | 0.82% | 0.357% |
| Beta | 0.93% | 0.998% |
| Alpha | 3.15% | -1.131% |
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Fund Managers
| 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 |
| Funds Managed | 3 | 7 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.62 | 3.47 |
| Large Cap | 44.64 | 52.13 |
| Mid Cap | 37.19 | 35.95 |
| Small Cap | 12.55 | 8.46 |
Sector Allocation
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.44 | 3.47 |
| Communication Services | 6.29 | 5.74 |
| Energy | 2.44 | 6.53 |
| Technology | 8.04 | 7.5 |
| Basic Materials | 11.45 | 4.8 |
| Industrials | 6.02 | 12.24 |
| Consumer Cyclical | 11.34 | 16.44 |
| Healthcare | 6.82 | 9.93 |
| Financial Services | 33.25 | 23.3 |
| Real Estate | 2.42 | 2.54 |
| Utilities | 2.07 | 2.39 |
| Consumer Defensive | 6.43 | 5.14 |
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