UTI Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3441 Cr | ₹6862 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Aug 2005 | 10 Feb 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% | 25% |
| Expense Ratio | 2.01 | 1.8 |
| Manager | V Srivatsa | Ashish Aggarwal |
| ISIN Code | INF789F01869 | INF903J01DT1 |
| Exits Load | Exit load of 1% if redeemed less than 1 year/365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.23% | -5.41% |
| 6 Month | 10.11% | 6.48% |
| 1 Year | 35.24% | 27.96% |
| 3 Year | 18.65% | 13.2% |
| 5 Year | 22.94% | 17.45% |
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 28.07% | 20.79% |
| 3 Year | 29.28% | 22.14% |
| 5 Year | 27.75% | 21.82% |
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.13% | 11.17% |
| 3 Year | 8.77% | 14.16% |
| 5 Year | 10.7% | 12.32% |
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.33% | 12.94% |
| Sharp | 0.99% | 0.93% |
| Beta | 0.93% | 0.94% |
| Alpha | 3.01% | -2.61% |
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| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | V Srivatsa | Ashish Aggarwal |
| Total AUM | ₹7921 Cr | ₹9635 Cr |
| Fund Manage | 3 | 7 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.84 | 5.32 |
| Large Cap | 44.52 | 52.7 |
| Mid Cap | 36.43 | 36.68 |
| Small Cap | 11.62 | 5.29 |
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.11 | 2.18 |
| 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 | - |
| Construction | 2.05 | 5.06 |
| Non - Ferrous Metals | 0.85 | - |
| Banks | 22.13 | - |
| Healthcare Services | 1.17 | - |
| Gas | 2.61 | - |
| Diversified FMCG | 3.51 | - |
| Fertilizers & Agrochemicals | 1.65 | - |
| Insurance | 4.7 | - |
| 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 | - |
| Energy | - | 7.42 |
| Materials | - | 4.59 |
| Technology | - | 5.45 |
| Financial | - | 22.85 |
| Healthcare | - | 8.7 |
| Consumer Staples | - | 5.6 |
| Metals & Mining | - | 2.59 |
| Services | - | 9.45 |
| Capital Goods | - | 11.07 |
| Automobile | - | 8.53 |
| Consumer Discretionary | - | 2.07 |
| Communication | - | 2.87 |
| Chemicals | - | 0.95 |
| Textiles | - | 0.61 |
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