UTI Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap 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 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) ₹3002 Cr ₹3002 Cr ₹3441 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 05 Feb 2015 05 Feb 2015 01 Aug 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 1.91 1.91 2.01
Manager Yogesh Patil Yogesh Patil V Srivatsa
ISIN Code INF767K01NB5 INF767K01NB5 INF789F01869
Exits Load Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit load of 1% if redeemed less than 1 year/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 -0.45% -0.45% -0.62%
6 Month 25.81% 25.81% 23.48%
1 Year 45.98% 45.98% 46.88%
3 Year 16.07% 16.07% 20.68%
5 Year 21.6% 21.6% 26.02%

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 - - -
1 Year 20.85% 20.85% 20.28%
3 Year 40.07% 40.07% 48.68%
5 Year 73.9% 73.9% 94.84%

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 22.45% 22.45% 26.93%
3 Year 56.29% 56.29% 69.55%
5 Year 85.03% 85.03% 104.13%

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 12.59% 12.59% 12.33%
Sharp 0.88% 0.88% 1.18%
Beta 0.93% 0.93% 0.93%
Alpha -0.75% -0.75% 3.01%

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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
Fund Manage 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 5.39 5.39 1.84
Large Cap 40.58 40.58 44.52
Small Cap 17.2 17.2 11.62
Mid Cap 36.85 36.85 36.43

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 1.83 1.83 0.11
Energy 3.98 3.98 -
Technology 4.09 4.09 -
Financial 27.22 27.22 -
Consumer Staples 3.81 3.81 -
Materials 2.95 2.95 -
Chemicals 3.69 3.69 -
Services 12.7 12.7 -
Automobile 10.06 10.06 -
Capital Goods 18.23 18.23 -
Consumer Discretionary 2.26 2.26 -
Communication 0.96 0.96 -
Healthcare 2.87 2.87 -
Diversified 1.71 1.71 -
Insurance 0.9 0.9 4.7
Construction 0.8 0.8 2.05
Metals & Mining 1.18 1.18 -
Textiles 0.78 0.78 -
Automobiles - - 3.96
Telecom - Services - - 4.43
Petroleum Products - - 2.77
IT - Software - - 9.17
Cement & Cement Products - - 1.97
Pharmaceuticals & Biotechnology - - 7.43
Transport Services - - 2.93
Non - Ferrous Metals - - 0.85
Banks - - 22.13
Healthcare Services - - 1.17
Gas - - 2.61
Diversified FMCG - - 3.51
Fertilizers & Agrochemicals - - 1.65
Diversified Metals - - 1.27
Realty - - 1.61
Ferrous Metals - - 1.14
Oil - - 1.32
Capital Markets - - 1.54
Consumer Durables - - 1.24
Textiles & Apparels - - 2.29
Other Consumer Services - - 0.52
Auto Components - - 1.66
Chemicals & Petrochemicals - - 0.8
Personal Products - - 1.58
Finance - - 3.75
Power - - 1.21
Paper, Forest & Jute Products - - 0.91
Leisure Services - - 2.13

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