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UTI Mid Cap Fund vs Edelweiss Mid Cap Fund compare
UTI Mid Cap Fund-Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹11125 Cr | ₹8268 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 | 1.76 | 1.73 |
| 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 | -3.94% | -3.76% |
| 6 Month | -19.87% | -14.48% |
| 1 Year | 1.87% | 9.91% |
| 3 Year | 13.72% | 21.06% |
| 5 Year | 21.5% | 26.7% |
SIP Return Analysis
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -13.89% | -12.88% |
| 1 Year | -24.28% | -17.18% |
| 3 Year | 9.37% | 18.8% |
| 5 Year | 15.43% | 22.82% |
Rolling Lumpsum Returns
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.03% | 16.08% |
| 3 Year | 14.51% | 20.39% |
| 5 Year | 16.13% | 20.04% |
Risk Management
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 15.57% |
| Sharp | 0.41% | 0.992% |
| Beta | 0.93% | 0.906% |
| Alpha | -5.54% | 1.762% |
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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 | 5.94934 | 4.44099 |
| Mid Cap | 66.08012 | 72.33151 |
| Large Cap | 7.957 | 9.658 |
| Small Cap | 20.01355 | 13.5695 |
Sector Allocation
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.7789 | 3.53772 |
| Industrials | 13.46129 | 14.33319 |
| Consumer Cyclical | 19.95894 | 17.23742 |
| Basic Materials | 12.33449 | 7.85521 |
| Technology | 10.93157 | 11.50481 |
| Financial Services | 18.85199 | 20.95922 |
| Healthcare | 11.89449 | 12.6036 |
| Real Estate | 3.40414 | 3.83898 |
| Utilities | 1.0241 | 0 |
| Communication Services | 2.63444 | 1.78605 |
| Consumer Defensive | 1.72566 | 4.99168 |
| Energy | - | 1.35212 |
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