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
Chart Comparison
| 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 | -6.96% | -6.23% |
| 6 Month | 4.95% | 10.11% |
| 1 Year | 27.54% | 35.24% |
| 3 Year | 18.37% | 18.65% |
| 5 Year | 22.46% | 22.94% |
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.78% | 28.07% |
| 3 Year | 26.97% | 29.28% |
| 5 Year | 27.47% | 27.75% |
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.01% | 9.13% |
| 3 Year | 10.73% | 8.77% |
| 5 Year | 11.31% | 10.7% |
| 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% | 0.99% |
| Beta | 0.96% | 0.93% |
| Alpha | 3.24% | 3.01% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
|---|---|---|
| Others | 3.49 | 1.84 |
| Large Cap | 49.85 | 44.52 |
| Small Cap | 12.27 | 11.62 |
| Mid Cap | 34.39 | 36.43 |
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.51 | 0.11 |
| Automobiles | 3.09 | 3.96 |
| Telecom - Services | 2.16 | 4.43 |
| Petroleum Products | 2.8 | 2.77 |
| IT - Software | 7.09 | 9.17 |
| Auto Components | 4.17 | 1.66 |
| Construction | 1.57 | 2.05 |
| Pharmaceuticals & Biotechnology | 8.21 | 7.43 |
| IT - Services | 0.08 | - |
| Industrial Manufacturing | 1 | - |
| Cement & Cement Products | 1.47 | 1.97 |
| Finance | 9.38 | 3.75 |
| Healthcare Services | 2.45 | 1.17 |
| Banks | 20.09 | 22.13 |
| Diversified FMCG | 0.81 | 3.51 |
| Non - Ferrous Metals | 0.48 | 0.85 |
| Realty | 2.19 | 1.61 |
| Agricultural, Commercial & Construction Vehicles | 0.85 | - |
| Chemicals & Petrochemicals | 2.06 | 0.8 |
| Leisure Services | 1.82 | 2.13 |
| Aerospace & Defense | 2.87 | - |
| Ferrous Metals | 1.34 | 1.14 |
| Fertilizers & Agrochemicals | 1 | 1.65 |
| Telecom - Equipment & Accessories | 0.21 | - |
| Consumer Durables | 2.77 | 1.24 |
| Insurance | 2.48 | 4.7 |
| Electrical Equipment | 0.66 | - |
| Personal Products | 0.52 | 1.58 |
| Transport Services | 1.33 | 2.93 |
| Industrial Products | 1.98 | - |
| Gas | 1.44 | 2.61 |
| Beverages | 0.6 | - |
| Entertainment | 0.75 | - |
| Agricultural Food & other Products | 0.6 | - |
| Oil | 0.77 | 1.32 |
| Retailing | 1.83 | - |
| Capital Markets | 0.75 | 1.54 |
| Financial Technology (Fintech) | 0.52 | - |
| Power | 2.55 | 1.21 |
| Commercial Services & Supplies | 0.46 | - |
| Textiles & Apparels | 0.23 | 2.29 |
| Transport Infrastructure | 0.06 | - |
| Diversified Metals | - | 1.27 |
| Other Consumer Services | - | 0.52 |
| Paper, Forest & Jute Products | - | 0.91 |
Top Comparisons
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns11.77%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns7.65%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns7.46%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns9.56%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns22.37%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns11.18%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns25.01%
UTI Infrastructure Fund-Growth Option
3Y Returns18.73%