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Sundaram Large and Midcap Fund Regular Plan 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 Sundaram Large and Midcap Fund Regular Plan - 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 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 6.61% 7.12%
6 Month -7.64% -8.17%
1 Year 12.5% 8.51%
3 Year 19.37% 13.21%
5 Year 28.45% 23.18%

SIP Return Analysis

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month -0.62% -0.78%
1 Year -3.64% -5.4%
3 Year 20.75% 15.01%
5 Year 21.85% 16.66%

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 0.81% 0.357%
Beta 0.92% 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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