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) ₹11894 Cr ₹7677 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 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 1.75 1.74
Manager Ankit Agarwal Trideep Bhattacharya
ISIN Code INF789F01810 INF843K01013
Exits Load UTI Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month -8.33% -9.03%
6 Month -9.32% -1.79%
1 Year 11.43% 21.83%
3 Year 14.26% 22.44%
5 Year 21.51% 26.41%

SIP Return Analysis

Scheme Name UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.9% 24.07%
3 Year 22.96% 33.75%
5 Year 24.16% 31.96%

Rolling Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 12.75% 15.6%
3 Year 14.39% 20.1%
5 Year 15.7% 19.8%

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 0.69% 1.29%
Beta 0.88% 0.92%
Alpha -3.42% 2.24%

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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 3.18 9.49
Mid Cap 66.41 62.94
Large Cap 6.91 13.08
Small Cap 23.5 14.49

Sector Allocation

Scheme Name

UTI Mid Cap Fund-Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 3.18 3.31
Industrial Products 7.76 -
Cement & Cement Products 2.51 -
IT - Services 0.95 -
Finance 6.3 -
Pharmaceuticals & Biotechnology 7.22 -
Banks 5.12 -
Electrical Equipment 2.57 -
Consumer Durables 8.54 -
Auto Components 11.27 -
Industrial Manufacturing 0.8 -
Transport Services 1.32 -
Telecom - Services 2.31 -
Automobiles 1.11 -
Fertilizers & Agrochemicals 2.55 -
Insurance 2.94 -
Construction 0.39 4.54
Realty 2.01 -
IT - Software 7.69 -
Aerospace & Defense 1.03 -
Oil 0.55 -
Chemicals & Petrochemicals 2.2 -
Retailing 3.15 -
Healthcare Services 3.52 -
Financial Technology (Fintech) 2.56 -
Capital Markets 2.1 -
Power 1.15 -
Personal Products 0.98 -
Minerals & Mining 1.08 -
Beverages 1.21 -
Textiles & Apparels 0.95 -
Leisure Services 1.39 -
Gas 0.91 -
Commercial Services & Supplies 0.68 -
Materials - 5.49
Consumer Staples - 1.87
Healthcare - 6.29
Financial - 14.64
Services - 11.48
Capital Goods - 20.88
Automobile - 11.39
Communication - 1.48
Metals & Mining - 6.29
Consumer Discretionary - 1.97
Technology - 5.63
Energy - 0.95
Chemicals - 3.48
Textiles - 0.31

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