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) | ₹3976 Cr | ₹6871 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jul 2005 | 27 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 | 1.96 | 1.79 |
| Manager | V Srivatsa | Ashish Aggarwal |
| ISIN Code | INF789F01869 | INF903J01DT1 |
| 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 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.29% | -6.22% |
| 6 Month | -3.9% | -3.89% |
| 1 Year | 18.96% | 13.2% |
| 3 Year | 18.91% | 12.27% |
| 5 Year | 21.21% | 16.12% |
| Scheme Name | UTI Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.22% | 3.35% |
| 3 Year | 24.12% | 17.63% |
| 5 Year | 24.72% | 19.13% |
| 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 | 1.01% | 0.93% |
| Beta | 0.92% | 0.94% |
| Alpha | 3.79% | -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 | 5.17 | 5.24 |
| Large Cap | 45.28 | 48.56 |
| Mid Cap | 37.38 | 36.97 |
| Small Cap | 12.2 | 9.27 |
| Scheme Name |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.17 | 5.24 |
| Telecom - Services | 5.34 | 3.28 |
| Petroleum Products | 1.73 | 5.01 |
| IT - Software | 9.63 | 6.69 |
| Cement & Cement Products | 2.96 | 1.64 |
| Transport Services | 2.93 | 0.73 |
| Construction | 1.73 | 2.19 |
| Textiles & Apparels | 2.2 | - |
| Pharmaceuticals & Biotechnology | 6.78 | 6.44 |
| Banks | 20.76 | 17.11 |
| Healthcare Services | 1.43 | 3.19 |
| Automobiles | 2.85 | 1.67 |
| Gas | 1.98 | - |
| Diversified FMCG | 3.74 | 1.87 |
| Fertilizers & Agrochemicals | 1.4 | 1.14 |
| Insurance | 5.66 | 0.94 |
| Diversified Metals | 2.53 | - |
| Realty | 1.63 | 2.38 |
| Ferrous Metals | 1.22 | - |
| Capital Markets | 2.48 | 1.42 |
| Consumer Durables | 1.34 | 4.37 |
| Other Consumer Services | 0.83 | - |
| Industrial Products | 0.35 | 3.29 |
| Auto Components | 1.74 | 7.41 |
| Chemicals & Petrochemicals | 0.74 | - |
| Personal Products | 0.68 | - |
| Finance | 4.84 | 2.61 |
| Entertainment | 0.89 | - |
| Power | 1.61 | 2.69 |
| Paper, Forest & Jute Products | 0.64 | - |
| Leisure Services | 2.22 | 2.31 |
| IT - Services | - | 0.85 |
| Non - Ferrous Metals | - | 1.35 |
| Aerospace & Defense | - | 0.87 |
| Electrical Equipment | - | 3.51 |
| Agricultural Food & other Products | - | 0.84 |
| Beverages | - | 2.67 |
| Household Products | - | 0.93 |
| Financial Technology (Fintech) | - | 0.12 |
| Consumable Fuels | - | 0.54 |
| Retailing | - | 3.96 |
| Transport Infrastructure | - | 0.78 |
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