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Compare Mutual Funds
Comparing UTI Large & Mid Cap Fund vs HDFC Large and Mid Cap FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - large & midcap, equity
- large & midcap, equity
- Fund Age
- 19 yrs 10 m
- 12 yrs 5 m
- Fund Size
- ₹4,544 Crs
- ₹25,412 Crs
- 3 months
- 11.2%
- 12.77%
- 6 months
- -0.5%
- 0.79%
- 1 year
- 7.16%
- 3.92%
- 3 year
- 27.54%
- 27.93%
- 5 year
- 28.19%
- 29.89%
- Standard Deviation
- 14.07
- 14.91
- Sharpe
- 1.15
- 1.09
- Beta
- 0.95
- 1.01
- Sortino
- 1.75
- 1.65
- Alpha
- 5.69
- 5.12
- Top 3 sectors
- Financial (29.82%)
- Energy (9.309999999999999%)
- Technology (8.309999999999999%)
- Financial (29.509999999999998%)
- Healthcare (11.899999999999999%)
- Automobile (8.41%)
- Top 5 holdings
- HDFC Bank Ltd. (6.97%)
- ICICI Bank Ltd. (4.61%)
- Infosys Ltd. (2.68%)
- ITC Ltd. (2.66%)
- Aditya Birla Capital Ltd. (2.62%)
- HDFC Bank Ltd. (5.23%)
- ICICI Bank Ltd. (3.93%)
- Bharti Airtel Ltd. (2.09%)
- Infosys Ltd. (2.05%)
- Axis Bank Ltd. (1.99%)
- Equity%
- 96.15273572%
- 97.58997328%
- Debt%
- 0.17430969%
- 0.0%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 1.93%
- 0.86%
- 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
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹100 & Lumpsum ₹100
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- V Srivatsa
- Amar Kalkundrikar
- Gopal Agrawal
