UTI Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹4047 Cr | ₹3612 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jul 2005 | 09 Jan 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% | % |
Expense Ratio | 1.9 | 1.9 |
Manager | V Srivatsa | Sanjeev Sharma |
ISIN Code | INF789F01869 | INF966L01341 |
Exits Load | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | -3.89% | -7.8% |
6 Month | -10.36% | -19% |
1 Year | 11.22% | -2.73% |
3 Year | 18.93% | 17.85% |
5 Year | 21.01% | 21.96% |
SIP Return Analysis
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.63% | -20.17% |
3 Year | 19.95% | 15% |
5 Year | 22.4% | 20.23% |
Rolling Lumpsum Returns
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 9.5% | - |
3 Year | 9.15% | - |
5 Year | 10.86% | - |
Risk Management
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.33% | 16.673% |
Sharp | 0.87% | 0.777% |
Beta | 0.94% | 1.094% |
Alpha | 2.49% | 4.454% |
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Fund Managers
Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | V Srivatsa | Sanjeev Sharma |
Total AUM | ₹7921 Cr | ₹39731 Cr |
Fund Manage | 3 | 22 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 5.17 | 14.36 |
Large Cap | 45.28 | 48.99 |
Mid Cap | 37.38 | 36.64 |
Small Cap | 12.2 | - |
Sector Allocation
Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 5.17 | 14.36 |
Telecom - Services | 5.34 | 1.27 |
Petroleum Products | 1.73 | 9.31 |
IT - Software | 9.63 | 0.45 |
Cement & Cement Products | 2.96 | 1.38 |
Transport Services | 2.93 | 4.4 |
Construction | 1.73 | 5.87 |
Textiles & Apparels | 2.2 | - |
Pharmaceuticals & Biotechnology | 6.78 | 9.07 |
Banks | 20.76 | - |
Healthcare Services | 1.43 | - |
Automobiles | 2.85 | - |
Gas | 1.98 | - |
Diversified FMCG | 3.74 | 11.75 |
Fertilizers & Agrochemicals | 1.4 | - |
Insurance | 5.66 | 6.51 |
Diversified Metals | 2.53 | - |
Realty | 1.63 | - |
Ferrous Metals | 1.22 | 7.1 |
Capital Markets | 2.48 | - |
Consumer Durables | 1.34 | - |
Other Consumer Services | 0.83 | - |
Industrial Products | 0.35 | - |
Auto Components | 1.74 | 7.82 |
Chemicals & Petrochemicals | 0.74 | - |
Personal Products | 0.68 | 0.6 |
Finance | 4.84 | 7.2 |
Entertainment | 0.89 | - |
Power | 1.61 | 4.19 |
Paper, Forest & Jute Products | 0.64 | - |
Leisure Services | 2.22 | - |
Agricultural Food & other Products | - | 2.91 |
Food Products | - | 2.98 |
Diversified | - | 1.08 |
Beverages | - | 1.74 |
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