UTI Large & Mid Cap Fund vs Edelweiss 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 Edelweiss 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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Fund UTI Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3441 Cr ₹3392 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Aug 2005 14 Jun 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% 30%
Expense Ratio 2.01 1.89
Manager V Srivatsa Trideep Bhattacharya
ISIN Code INF789F01869 INF843K01047
Exits Load Exit load of 1% if redeemed less than 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 7.47% 2.71%
6 Month 25.96% 21.86%
1 Year 50.03% 43.75%
3 Year 23.56% 20.91%
5 Year 26.59% 24.04%

SIP Return Analysis

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 20.28% 16.92%
3 Year 48.68% 39.53%
5 Year 94.84% 78.04%

Rolling Lumpsum Returns

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 26.93% 23.97%
3 Year 69.55% 60.1%
5 Year 104.13% 88.57%

Risk Management

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.33% 12.38%
Sharp 1.25% 1.03%
Beta 0.92% 0.94%
Alpha 1.77% -1.47%

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Fund Managers

Scheme Name UTI Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Name V Srivatsa Trideep Bhattacharya
Total AUM ₹7921 Cr ₹0 Cr
Fund Manage 3 9
UTI Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

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

Large Cap 44.52 48.46
Mid Cap 36.43 36.23
Small Cap 11.62 11.4
Others 1.84 3.91

Sector Allocation

Scheme Name

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

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

Banks 22.13 -
Diversified FMCG 3.51 -
IT - Software 9.17 -
Petroleum Products 2.77 -
Insurance 4.7 0.86
Pharmaceuticals & Biotechnology 7.43 -
Cement & Cement Products 1.97 -
Finance 3.75 -
Telecom - Services 4.43 -
Textiles & Apparels 2.29 -
Automobiles 3.96 -
Auto Components 1.66 -
Fertilizers & Agrochemicals 1.65 -
Realty 1.61 -
Personal Products 1.58 -
Transport Services 2.93 -
Capital Markets 1.54 -
Gas 2.61 -
Oil 1.32 -
Construction 2.05 5.55
Leisure Services 2.13 -
Diversified Metals 1.27 -
Consumer Durables 1.24 -
Power 1.21 -
Healthcare Services 1.17 -
Ferrous Metals 1.14 -
Paper, Forest & Jute Products 0.91 -
Non - Ferrous Metals 0.85 -
Chemicals & Petrochemicals 0.8 -
Other Consumer Services 0.52 -
Others 0.11 2.03
Financial - 24.14
Capital Goods - 12.21
Energy - 3.71
Services - 5.85
Materials - 7.47
Automobile - 8.7
Communication - 1.83
Technology - 8.79
Metals & Mining - 5.37
Consumer Staples - 2.37
Consumer Discretionary - 3.65
Healthcare - 6.04
Chemicals - 1.43

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