UTI Mid Cap Fund vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Fund | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5975 Cr | ₹11125 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Oct 2004 | 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 | 73% | 17% |
Expense Ratio | 1.91 | 1.76 |
Manager | Sharmila D'mello | Ankit Agarwal |
ISIN Code | INF109K01AN2 | INF789F01810 |
Exits Load | ICICI Prudential MidCap 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 | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 7.51% | 7.33% |
6 Month | -14.56% | -17.16% |
1 Year | 7.83% | 6.95% |
3 Year | 18.6% | 14.79% |
5 Year | 32.1% | 28.88% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -6.64% | -9.71% |
1 Year | -13.28% | -16.93% |
3 Year | 18.22% | 12.64% |
5 Year | 21.23% | 17.1% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 14.4% | 13.03% |
3 Year | 14.95% | 14.51% |
5 Year | 15.67% | 16.13% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 14.46% | 13.04% |
Sharp | 0.66% | 0.41% |
Beta | 0.92% | 0.93% |
Alpha | -1.2% | -5.54% |
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Fund Managers
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Name | Sharmila D'mello | Ankit Agarwal |
Total AUM | ₹354743 Cr | ₹13947 Cr |
Funds Managed | 35 | 3 |
ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 0.84 | 5.95 |
Large Cap | 16.61 | 7.96 |
Mid Cap | 66.03 | 66.08 |
Small Cap | 16.52 | 20.01 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 0.72 | 3.78 |
Basic Materials | 29.21 | 12.33 |
Industrials | 21.35 | 13.46 |
Financial Services | 14.53 | 18.85 |
Communication Services | 12 | 2.63 |
Healthcare | 2.51 | 11.89 |
Consumer Cyclical | 10.57 | 19.96 |
Real Estate | 8.42 | 3.4 |
Energy | 0 | - |
Consumer Defensive | 0.12 | 1.73 |
Technology | 0.41 | 10.93 |
Utilities | 0.17 | 1.02 |
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