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Compare Mutual Funds
Comparing Union Large & Midcap Fund vs UTI Large & Mid Cap FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - large & midcap, equity
- large & midcap, equity
- Fund Age
- 5 yrs 7 m
- 12 yrs 5 m
- Fund Size
- ₹866 Crs
- ₹4,544 Crs
- 3 months
- 12.03%
- 11.46%
- 6 months
- -2.53%
- -0.04%
- 1 year
- 2.93%
- 8.11%
- 3 year
- 22.73%
- 28.55%
- 5 year
- 24.17%
- 29.07%
- Standard Deviation
- 14.47
- 14.07
- Sharpe
- 0.83
- 1.2
- Beta
- 0.93
- 0.95
- Sortino
- 1.04
- 1.84
- Alpha
- 1.77
- 6.49
- Top 3 sectors
- Financial (26.700000000000003%)
- Capital Goods (14.84%)
- Services (11.2%)
- Financial (29.82%)
- Energy (9.309999999999999%)
- Technology (8.309999999999999%)
- Top 5 holdings
- HDFC Bank Ltd. (6.16%)
- ICICI Bank Ltd. (3.91%)
- Reliance Industries Ltd. (3.41%)
- Bharat Electronics Ltd. (2.87%)
- Bharti Airtel Ltd. (2.57%)
- 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%
- 97.44%
- 96.15273572%
- Debt%
- 0.06%
- 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
- 0.89%
- 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
- Vinod Malviya
- Pratik Dharmshi
- V Srivatsa
