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Compare Mutual Funds
Comparing Quant Large and Mid Cap Fund vs UTI Large & Mid Cap FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - equity, large & midcap
- equity, large & midcap
- Fund Age
- 18 yrs 7 m
- 12 yrs 6 m
- Fund Size
- ₹3,739 Cr
- ₹4,544 Cr
- 3 months
- 16.11%
- 17.74%
- 6 months
- 1.93%
- 6.08%
- 1 year
- -7.97%
- 7.35%
- 3 year
- 23.88%
- 27.71%
- 5 year
- 24.92%
- 28.43%
- Standard Deviation
- 16.38
- 13.81
- Sharpe
- 1.02
- 1.43
- Beta
- 1.08
- 0.96
- Sortino
- 1.56
- 2.1
- Alpha
- 1.79
- 6.45
- Top 3 sectors
- Energy (16.75%)
- Construction (15.079999999999998%)
- Consumer Staples (14.670000000000002%)
- Financial (29.82%)
- Energy (9.309999999999999%)
- Technology (8.309999999999999%)
- Top 5 holdings
- Reliance Industries Ltd. (9.82%)
- Lloyds Metals & Energy Ltd. (6.52%)
- Aurobindo Pharma Ltd. (6.12%)
- Marico Ltd. (5.07%)
- Reserve Bank of India (4.750000000000001%)
- HDFC Bank Ltd. (6.97%)
- ICICI Bank Ltd. (4.61%)
- Infosys Ltd. (2.68%)
- ITC Ltd. (2.66%)
- Aditya Birla Capital Ltd. (2.62%)
- Equity%
- 97.704068%
- 96.15273572%
- Debt%
- 4.734905%
- 0.17430969%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 1.88%
- 1.06%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- Nifty Large Midcap 250 TRI
- Nifty Large Midcap 250 TRI
- Min. Investment
- NA
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Sanjeev Sharma
- Ankit A Pande
- Vasav Sahgal
- Ayusha Kumbhat
- V Srivatsa
