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Compare Axis Growth Opportunities Fund vs UTI Large & Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.69 | 1.96 |
NAV | ₹33.07 | ₹182.18 |
Fund Started | 01 Oct 2018 | 01 Aug 2005 |
Fund Size | ₹14007.12 Cr | ₹4048.26 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1% if redeemed less than 1 year |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.69
1.96
NAV
₹33.07
₹182.18
Fund Started
01 Oct 2018
01 Aug 2005
Fund Size
₹14007.12 Cr
₹4048.26 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1% if redeemed less than 1 year
Returns
1 Year | 32.98% | 36.59% |
3 Year | 15.33% | 22.09% |
5 Year | 23.41% | 25.03% |
1 Year
32.98%
36.59%
3 Year
15.33%
22.09%
5 Year
23.41%
25.03%
Holding Analysis
Equity | 94.52% | 94.84% |
Cash | 2.32% | 5.03% |
Equity
94.52%
94.84%
Cash
2.32%
5.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Torrent Power Ltd. | 4.68% |
ICICI Bank Ltd. | 3.75% |
HDFC Bank Ltd. | 2.93% |
CG Power and Industrial Solutions Ltd. | 2.51% |
Infosys Ltd. | 2.04% |
Reliance Industries Ltd. | 1.95% |
Bharti Airtel Ltd. | 1.78% |
Cholamandalam Investment and Finance Company Ltd. | 1.74% |
Persistent Systems Ltd. | 1.72% |
Divi's Laboratories Ltd. | 1.61% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.67% |
ICICI Bank Ltd. | 4.75% |
ITC Ltd. | 3.64% |
Infosys Ltd. | 3.40% |
Vedanta Ltd. | 2.53% |
The Federal Bank Ltd. | 2.38% |
Dalmia Bharat Ltd. | 2.22% |
Aditya Birla Capital Ltd. | 2.18% |
Indus Towers Ltd. | 2.15% |
Max Financial Services Ltd. | 2.07% |
Fund Manager
Name | Jinesh Gopani | V Srivatsa |
Start Date | 21 Feb 2022 | 10 Aug 2018 |
Name
Jinesh Gopani
V Srivatsa
Start Date
21 Feb 2022
10 Aug 2018
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies. |
Launch Date | 01 Oct 2018 | 01 Aug 2005 |
Description
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.
Launch Date
01 Oct 2018
01 Aug 2005
