Tata Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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

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

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Overview

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	-4.44%	-5.17%
6 Month	10.23%	15.14%
1 Year	34.52%	47.19%
3 Year	17.45%	20.63%
5 Year	19.94%	24.12%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	14.21%	20.28%
3 Year	37.19%	48.68%
5 Year	73.24%	94.84%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	16.57%	9.07%
3 Year	15.12%	8.85%
5 Year	14.3%	10.57%

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	1.01%	1.18%
Beta	0.84%	0.93%
Alpha	0.61%	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