UTI Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

HDFC Large and Mid Cap Fund - Growth Option

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

Overview

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	HDFC Large and Mid Cap Fund - 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)	₹21432 Cr	₹3441 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	18 Feb 1994	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	9.01%	32%
Expense Ratio	1.68	2.01
Manager	Dhruv Muchhal	V Srivatsa
ISIN Code	INF179KA1RT1	INF789F01869
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	1.53%	7.47%
6 Month	20.52%	25.96%
1 Year	45.39%	50.03%
3 Year	26.17%	23.56%
5 Year	26.63%	26.59%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	18.92%	20.28%
3 Year	50.79%	48.68%
5 Year	101.91%	94.84%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	27.86%	26.93%
3 Year	74.64%	69.55%
5 Year	110.02%	104.13%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.97%	12.33%
Sharp	1.37%	1.25%
Beta	0.96%	0.92%
Alpha	3.24%	1.77%

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Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	V Srivatsa
Total AUM	₹520687 Cr	₹7921 Cr
Fund Manage	40	3
	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Large Cap	49.85	44.52
Others	3.49	1.84
Mid Cap	34.39	36.43
Small Cap	12.27	11.62

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Banks	20.09	22.13
Others	2.51	0.11
IT - Software	7.09	9.17
Realty	2.19	1.61
Retailing	1.83	-
Finance	9.38	3.75
Petroleum Products	2.8	2.77
Pharmaceuticals & Biotechnology	8.21	7.43
Aerospace & Defense	2.87	-
Healthcare Services	2.45	1.17
Power	2.55	1.21
Construction	1.57	2.05
Insurance	2.48	4.7
Telecom - Services	2.16	4.43
Leisure Services	1.82	2.13
Cement & Cement Products	1.47	1.97
Ferrous Metals	1.34	1.14
Automobiles	3.09	3.96
Auto Components	4.17	1.66
Gas	1.44	2.61
Industrial Products	1.98	-
Diversified FMCG	0.81	3.51
Agricultural Food & other Products	0.6	-
Chemicals & Petrochemicals	2.06	0.8
Consumer Durables	2.77	1.24
Capital Markets	0.75	1.54
Personal Products	0.52	1.58
Industrial Manufacturing	1	-
Non - Ferrous Metals	0.48	0.85
Financial Technology (Fintech)	0.52	-
Agricultural, Commercial & Construction Vehicles	0.85	-
Oil	0.77	1.32
Electrical Equipment	0.66	-
Transport Services	1.33	2.93
Commercial Services & Supplies	0.46	-
Entertainment	0.75	-
Fertilizers & Agrochemicals	1	1.65
Beverages	0.6	-
Textiles & Apparels	0.23	2.29
Telecom - Equipment & Accessories	0.21	-
IT - Services	0.08	-
Transport Infrastructure	0.06	-
Diversified Metals	-	1.27
Paper, Forest & Jute Products	-	0.91
Other Consumer Services	-	0.52