UTI Mid Cap Fund vs ITI Mid Cap Fund Regular compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon UTI Mid Cap Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
Fund ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹984 Cr ₹11693 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 03 May 2021 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 % 17%
Expense Ratio 2.16 1.74
Manager Rohan Korde Ankit Agarwal
ISIN Code INF00XX01895 INF789F01810
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
1 Month 1.66% -6.39%
6 Month 27.99% 14.24%
1 Year 67.26% 37.01%
3 Year 25.91% 17.4%
5 Year - 24.99%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
6 Month - -
1 Year 29.45% 17.68%
3 Year 63.57% 41.63%
5 Year 67.28% 91.25%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
1 Year 18.02% 12.93%
3 Year 23.95% 14.39%
5 Year - 15.72%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
Standard Deviation 14.37% 13.04%
Sharp 1.22% 0.96%
Beta 0.89% 0.87%
Alpha -0.32% -2.39%

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Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
Name Rohan Korde Ankit Agarwal
Total AUM ₹4626 Cr ₹13947 Cr
Fund Manage 10 3
ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

UTI Mid Cap Fund-Growth Option

Others 1.92 5.83
Mid Cap 60.31 64.6
Small Cap 14.85 20.5
Large Cap 20.62 9.06

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

UTI Mid Cap Fund-Growth Option

Others 1.92 2.8
Power 5.84 -
Industrial Products 7.44 -
Construction 1.39 3.13
Cement & Cement Products 1.57 -
IT - Services 1.46 -
Finance 7.8 -
Healthcare Services 3.53 -
Electrical Equipment 5.39 -
IT - Software 6.02 -
Aerospace & Defense 4.62 -
Pharmaceuticals & Biotechnology 4.78 -
Auto Components 7.45 -
Gas 0.23 -
Banks 6.62 -
Fertilizers & Agrochemicals 0.83 -
Realty 5.47 -
Petroleum Products 1.83 -
Transport Services 0.9 -
Ferrous Metals 2.97 -
Non - Ferrous Metals 0.72 -
Telecom - Services 3.97 -
Diversified FMCG 0.73 -
Industrial Manufacturing 3.95 -
Leisure Services 0.82 -
Oil 1.5 -
Chemicals & Petrochemicals 2.83 -
Entertainment 0.7 -
Automobiles 1.66 -
Minerals & Mining 0.83 -
Retailing 1.93 -
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
Insurance - 1.78
Diversified - 0.35
Textiles - 0.88

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