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UTI Mid Cap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
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 | Very High | Very High |
| Asset Size (Cr) | ₹1095 Cr | ₹11125 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 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 | % | 17% |
| Expense Ratio | 2.06 | 1.76 |
| Manager | Rohan Korde | Ankit Agarwal |
| ISIN Code | INF00XX01895 | INF789F01810 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - 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 | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | 3.04% | 3.11% |
| 6 Month | -5.9% | -8.85% |
| 1 Year | 7.3% | 7.86% |
| 3 Year | 22.52% | 15.02% |
| 5 Year | - | 27.56% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | -2.41% | -4.62% |
| 1 Year | -12.71% | -14.94% |
| 3 Year | 20.93% | 12.73% |
| 5 Year | - | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 18.59% | 13.03% |
| 3 Year | 23.23% | 14.51% |
| 5 Year | - | 16.13% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 15.396% | 13.04% |
| Sharp | 0.922% | 0.44% |
| Beta | 0.903% | 0.94% |
| Alpha | 0.547% | -5% |
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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 |
| Funds Managed | 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 | 7.19 | 5.95 |
| Mid Cap | 67.18 | 66.08 |
| Small Cap | 18.11 | 20.01 |
| Large Cap | 7.52 | 7.96 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 5.54 | 3.78 |
| Utilities | 2.37 | 1.02 |
| Technology | 16.29 | 10.93 |
| Industrials | 20.88 | 13.46 |
| Financial Services | 19.06 | 18.85 |
| Healthcare | 12.55 | 11.89 |
| Consumer Cyclical | 9.91 | 19.96 |
| Basic Materials | 5.77 | 12.33 |
| Energy | 1.88 | - |
| Real Estate | 2.04 | 3.4 |
| Communication Services | 1.44 | 2.63 |
| Consumer Defensive | 2.29 | 1.73 |
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