UTI Large & Mid Cap Fund vs BANDHAN Core Equity Fund compare

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tortoise-icon BANDHAN Core Equity Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5350 Cr ₹3441 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2005 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 71% 32%
Expense Ratio 1.85 2.01
Manager Manish Gunwani V Srivatsa
ISIN Code INF194K01524 INF789F01869
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 3.65% 7.47%
6 Month 26.24% 25.96%
1 Year 58.3% 50.03%
3 Year 27.55% 23.56%
5 Year 26.87% 26.59%

SIP Return Analysis

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 22.61% 20.28%
3 Year 55.55% 48.68%
5 Year 100.13% 94.84%

Rolling Lumpsum Returns

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 26.71% 26.93%
3 Year 72.18% 69.55%
5 Year 108.92% 104.13%

Risk Management

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.84% 12.33%
Sharp 1.39% 1.25%
Beta 0.93% 0.92%
Alpha 3.83% 1.77%

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Fund Managers

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Manish Gunwani V Srivatsa
Total AUM ₹8731 Cr ₹7921 Cr
Fund Manage 4 3
BANDHAN Core Equity Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

BANDHAN Core Equity Fund - Regular Plan - Growth

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

Large Cap 44.47 44.52
Others 3.3 1.84
Small Cap 15.95 11.62
Mid Cap 36.32 36.43

Sector Allocation

Scheme Name

BANDHAN Core Equity Fund - Regular Plan - Growth

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

Banks 16.01 22.13
Others 3.3 0.11
Petroleum Products 3.92 2.77
IT - Software 6.63 9.17
Telecom - Services 3.07 4.43
Retailing 5.19 -
Automobiles 3.57 3.96
Transport Services 2.26 2.93
Realty 2.85 1.61
Finance 6.76 3.75
Textiles & Apparels 1.3 2.29
Pharmaceuticals & Biotechnology 7.13 7.43
Construction 2.81 2.05
Auto Components 4.47 1.66
Oil 1.55 1.32
Diversified FMCG 2.01 3.51
Financial Technology (Fintech) 1.81 -
Agricultural, Commercial & Construction Vehicles 0.99 -
Cement & Cement Products 2.01 1.97
Healthcare Services 1.47 1.17
Electrical Equipment 3.53 -
Power 1.72 1.21
Diversified 0.84 -
Consumer Durables 1.39 1.24
Industrial Products 3.09 -
Insurance 1.82 4.7
Commercial Services & Supplies 1.09 -
Capital Markets 0.98 1.54
Minerals & Mining 0.68 -
Entertainment 0.64 -
Leisure Services 1.05 2.13
Fertilizers & Agrochemicals 0.56 1.65
Chemicals & Petrochemicals 0.92 0.8
Non - Ferrous Metals 0.45 0.85
Gas 0.42 2.61
Ferrous Metals 0.8 1.14
Beverages 0.37 -
Industrial Manufacturing 0.34 -
IT - Services 0.24 -
Personal Products - 1.58
Diversified Metals - 1.27
Paper, Forest & Jute Products - 0.91
Other Consumer Services - 0.52

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