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Compare Sundaram Large and Mid Cap 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 | 1.79 | 1.96 |
NAV | ₹87.42 | ₹182.18 |
Fund Started | 10 Jan 2007 | 01 Aug 2005 |
Fund Size | ₹6917.83 Cr | ₹4048.26 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | 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
1.79
1.96
NAV
₹87.42
₹182.18
Fund Started
10 Jan 2007
01 Aug 2005
Fund Size
₹6917.83 Cr
₹4048.26 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed less than 1 year
Returns
1 Year | 28.09% | 36.82% |
3 Year | 15.80% | 22.11% |
5 Year | 21.18% | 24.99% |
1 Year
28.09%
36.82%
3 Year
15.80%
22.11%
5 Year
21.18%
24.99%
Holding Analysis
Equity | 95.18% | 94.84% |
Cash | 4.82% | 5.03% |
Equity
95.18%
94.84%
Cash
4.82%
5.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.04% |
ICICI Bank Ltd. | 4.18% |
Reliance Industries Ltd. | 2.99% |
Zomato Ltd. | 2.81% |
State Bank of India | 2.79% |
Infosys Ltd. | 2.61% |
Larsen & Toubro Ltd. | 2.23% |
Bharti Airtel Ltd. | 2.12% |
UNO Minda Ltd. | 1.85% |
Persistent Systems Ltd. | 1.77% |
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 | Ravi Gopalakrishnan | V Srivatsa |
Start Date | 16 May 2022 | 10 Aug 2018 |
Name
Ravi Gopalakrishnan
V Srivatsa
Start Date
16 May 2022
10 Aug 2018
About Fund
Description | The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks | 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 | 10 Jan 2007 | 01 Aug 2005 |
Description
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
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
10 Jan 2007
01 Aug 2005
