UTI Mid Cap Fund vs HDFC Mid compare

Overview

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Fund	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹70563 Cr	₹11693 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Jun 2007	05 Aug 2005
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	14.6%	17%
Expense Ratio	1.41	1.74
Manager	Dhruv Muchhal	Ankit Agarwal
ISIN Code	INF179K01CR2	INF789F01810
Exits Load	Exit load of 1% if redeemed within 1 year./365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
1 Month	0.31%	6.12%
6 Month	20.71%	34.3%
1 Year	47.47%	41.91%
3 Year	30.25%	20.32%
5 Year	30.78%	28.44%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
6 Month	-	-
1 Year	20.42%	17.68%
3 Year	61.3%	41.63%
5 Year	122.32%	91.25%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
1 Year	31.42%	28%
3 Year	87.81%	67.81%
5 Year	131.47%	100.16%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Standard Deviation	12.9%	13.04%
Sharp	1.61%	1.03%
Beta	0.85%	0.86%
Alpha	4.63%	-2.55%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Name	Dhruv Muchhal	Ankit Agarwal
Total AUM	₹520687 Cr	₹13947 Cr
Fund Manage	40	3
	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Others	6.22	5.83
Mid Cap	65.36	64.6
Large Cap	8.77	9.06
Small Cap	19.65	20.5

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Others	6.22	2.8
Cement & Cement Products	1.59	-
Finance	6.25	-
Healthcare Services	4.47	-
Textiles & Apparels	1.11	-
Banks	10.64	-
Agricultural, Commercial & Construction Vehicles	0.44	-
Leisure Services	4.46	-
Printing & Publication	0.36	-
Pharmaceuticals & Biotechnology	7.51	-
Auto Components	8.7	-
Consumer Durables	5.9	-
Chemicals & Petrochemicals	4.16	-
Petroleum Products	2.34	-
Telecom - Services	2.87	-
Fertilizers & Agrochemicals	0.47	-
Insurance	3.89	1.78
Industrial Products	9.14	-
Agricultural Food & other Products	0.74	-
Media	0.13	-
Gas	0.53	-
Entertainment	0.41	-
IT - Software	7.3	-
Aerospace & Defense	1.17	-
Capital Markets	0.91	-
Construction	2.77	3.13
Financial Technology (Fintech)	1.41	-
Personal Products	0.72	-
Cigarettes & Tobacco Products	0.09	-
Ferrous Metals	2.22	-
Commercial Services & Supplies	1.08	-
Financial	-	14.6
Materials	-	6.21
Technology	-	7.19
Healthcare	-	10.21
Automobile	-	10.33
Capital Goods	-	10.96
Services	-	9.16
Communication	-	2.07
Chemicals	-	3.59
Consumer Discretionary	-	6.07
Energy	-	3.97
Metals & Mining	-	4.31
Consumer Staples	-	2.38
Diversified	-	0.35
Textiles	-	0.88