UTI Mid Cap Fund vs Edelweiss Mid Cap Fund compare

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tortoise-icon UTI Mid Cap Fund-Growth Option

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11693 Cr ₹6621 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Aug 2005 26 Dec 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 17% 43%
Expense Ratio 1.74 1.76
Manager Ankit Agarwal Trideep Bhattacharya
ISIN Code INF789F01810 INF843K01013
Exits Load Exit load of 1% if redeemed less than 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 6.12% 4.55%
6 Month 34.3% 29.57%
1 Year 41.91% 59.66%
3 Year 20.32% 28.36%
5 Year 28.44% 32.3%

SIP Return Analysis

Scheme Name UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 17.68% 23.66%
3 Year 41.63% 55.01%
5 Year 91.25% 115.03%

Rolling Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 28% 32.36%
3 Year 67.81% 84.42%
5 Year 100.16% 130.89%

Risk Management

Scheme Name UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.04% 13.78%
Sharp 1.03% 1.29%
Beta 0.86% 0.91%
Alpha -2.55% 0.28%

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Fund Managers

Scheme Name UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Ankit Agarwal Trideep Bhattacharya
Total AUM ₹13947 Cr ₹0 Cr
Fund Manage 3 9
UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Mid Cap Fund-Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 5.83 9.49
Mid Cap 64.6 62.94
Small Cap 20.5 14.49
Large Cap 9.06 13.08

Sector Allocation

Scheme Name

UTI Mid Cap Fund-Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 2.8 3.31
Financial 14.6 14.64
Materials 6.21 5.49
Technology 7.19 5.63
Healthcare 10.21 6.29
Automobile 10.33 11.39
Capital Goods 10.96 20.88
Services 9.16 11.48
Communication 2.07 1.48
Chemicals 3.59 3.48
Construction 3.13 4.54
Consumer Discretionary 6.07 1.97
Energy 3.97 0.95
Metals & Mining 4.31 6.29
Consumer Staples 2.38 1.87
Insurance 1.78 -
Diversified 0.35 -
Textiles 0.88 0.31

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