UTI Mid Cap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
UTI Mid Cap Fund-Growth Option
Chart Comparison
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) | ₹73510 Cr | ₹11125 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Jun 2007 | 01 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 | 1.39 | 1.76 |
Manager | Dhruv Muchhal | Ankit Agarwal |
ISIN Code | INF179K01CR2 | INF789F01810 |
Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 2.28% | 2.68% |
6 Month | -3.17% | -8.72% |
1 Year | 11.66% | 7.3% |
3 Year | 24.51% | 15.23% |
5 Year | 33.91% | 27.97% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -2.5% | -4.62% |
1 Year | -6.94% | -14.94% |
3 Year | 22.01% | 12.73% |
5 Year | 25.05% | 16.7% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 15.63% | 13.03% |
3 Year | 19.73% | 14.51% |
5 Year | 19.19% | 16.13% |
Risk Management
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 15.301% | 13.04% |
Sharp | 1.022% | 0.44% |
Beta | 0.855% | 0.94% |
Alpha | 4.384% | -5% |
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Fund Managers
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 |
Funds Managed | 40 | 3 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 8.07 | 5.95 |
Mid Cap | 65.07 | 66.08 |
Large Cap | 5.88 | 7.96 |
Small Cap | 20.98 | 20.01 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 8.07 | 3.78 |
Basic Materials | 6.21 | 12.33 |
Consumer Defensive | 4.23 | 1.73 |
Consumer Cyclical | 17.51 | 19.96 |
Financial Services | 24.44 | 18.85 |
Healthcare | 11.93 | 11.89 |
Industrials | 10.38 | 13.46 |
Communication Services | 3.05 | 2.63 |
Energy | 2.69 | - |
Utilities | 1.37 | 1.02 |
Technology | 10.11 | 10.93 |
Real Estate | - | 3.4 |
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