Tata Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7968 Cr | ₹3441 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Mar 1993 | 01 Aug 2005 |
| 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 | 10.69% | 32% |
| Expense Ratio | 1.78 | 2.01 |
| Manager | Chandraprakash Padiyar | V Srivatsa |
| ISIN Code | INF277K01428 | INF789F01869 |
| Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365 | Exit load of 1% if redeemed less than 1 year/365 |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -6.71% | -6.23% |
| 6 Month | 4.67% | 10.11% |
| 1 Year | 23.59% | 35.24% |
| 3 Year | 15.03% | 18.65% |
| 5 Year | 18.49% | 22.94% |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.96% | 28.07% |
| 3 Year | 21.93% | 29.28% |
| 5 Year | 21.97% | 27.75% |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.6% | 9.13% |
| 3 Year | 15.03% | 8.77% |
| 5 Year | 14.28% | 10.7% |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.3% | 12.33% |
| Sharp | 0.88% | 0.99% |
| Beta | 0.83% | 0.93% |
| Alpha | 1.29% | 3.01% |
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| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Chandraprakash Padiyar | V Srivatsa |
| Total AUM | ₹15627 Cr | ₹7921 Cr |
| Fund Manage | 3 | 3 |
| Tata Large & Mid Cap Fund- Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.82 | 1.84 |
| Large Cap | 42.67 | 44.52 |
| Mid Cap | 40.55 | 36.43 |
| Small Cap | 11.96 | 11.62 |
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.68 | 0.11 |
| Communication | 5.05 | - |
| Energy | 5.69 | - |
| Technology | 3.31 | - |
| Materials | 4.09 | - |
| Construction | 1.81 | 2.05 |
| Consumer Staples | 9.54 | - |
| Healthcare | 6.49 | - |
| Financial | 31.45 | - |
| Automobile | 7.72 | - |
| Capital Goods | 6.79 | - |
| Metals & Mining | 1.77 | - |
| Chemicals | 6.92 | - |
| Services | 4.69 | - |
| 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 |
| 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 |
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