UTI Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2916 Cr | ₹2916 Cr | ₹4047 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹1000 |
Launch Date | 25 Feb 2015 | 25 Feb 2015 | 30 Jul 2005 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | % | 46% | 32% |
Expense Ratio | 1.9 | 1.9 | 1.9 |
Manager | Yogesh Patil | Yogesh Patil | V Srivatsa |
ISIN Code | INF767K01NB5 | INF767K01NB5 | INF789F01869 |
Exits Load | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 5.58% | 5.58% | 6.61% |
6 Month | -8.47% | -8.47% | -7.64% |
1 Year | 13.34% | 13.34% | 12.5% |
3 Year | 13.8% | 13.8% | 19.37% |
5 Year | 23.25% | 23.25% | 28.45% |
SIP Return Analysis
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | -5.41% | -5.41% | -4.55% |
1 Year | -13.43% | -13.43% | -10.71% |
3 Year | 13.87% | 13.87% | 17.77% |
5 Year | 15.52% | 15.52% | 20.01% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 13.91% | 13.91% | 9.5% |
3 Year | 15.15% | 15.15% | 9.15% |
5 Year | 14.36% | 14.36% | 10.86% |
Risk Management
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 15.222% | 15.222% | 12.33% |
Sharp | 0.407% | 0.407% | 0.81% |
Beta | 0.962% | 0.962% | 0.92% |
Alpha | -0.018% | -0.018% | 3.15% |
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Fund Managers
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Yogesh Patil | Yogesh Patil | V Srivatsa |
Total AUM | ₹5898 Cr | ₹5898 Cr | ₹7921 Cr |
Funds Managed | 7 | 7 | 3 |
LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 6.28 | 6.28 | 5.62 |
Large Cap | 40.11 | 40.11 | 44.64 |
Small Cap | 17.15 | 17.15 | 12.55 |
Mid Cap | 36.45 | 36.45 | 37.19 |
Sector Allocation
Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 3.86 | 3.86 | 3.44 |
Energy | 3.14 | 3.14 | 2.44 |
Technology | 6.14 | 6.14 | 8.04 |
Consumer Defensive | 2.77 | 2.77 | 6.43 |
Financial Services | 24.53 | 24.53 | 33.25 |
Utilities | 2.41 | 2.41 | 2.07 |
Basic Materials | 9.16 | 9.16 | 11.45 |
Consumer Cyclical | 16.41 | 16.41 | 11.34 |
Industrials | 22.2 | 22.2 | 6.02 |
Communication Services | 1.74 | 1.74 | 6.29 |
Healthcare | 6.48 | 6.48 | 6.82 |
Real Estate | 1.16 | 1.16 | 2.42 |
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