UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare

Overview

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Fund	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2868 Cr	₹11693 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Jan 2018	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	116%	17%
Expense Ratio	1.9	1.74
Manager	Abhinav Khandelwal	Ankit Agarwal
ISIN Code	INF174V01473	INF789F01810
Exits Load	Exit load of 1% if redeemed within 3 months./365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Month	1.73%	6.12%
6 Month	26.25%	34.3%
1 Year	57.47%	41.91%
3 Year	29%	20.32%
5 Year	31.55%	28.44%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
6 Month	-	-
1 Year	24.11%	17.68%
3 Year	60.51%	41.63%
5 Year	118.4%	91.25%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Year	31.25%	28%
3 Year	83.74%	67.81%
5 Year	129.49%	100.16%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Standard Deviation	14.84%	13.04%
Sharp	1.31%	1.03%
Beta	0.96%	0.86%
Alpha	0.6%	-2.55%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Name	Abhinav Khandelwal	Ankit Agarwal
Total AUM	₹5522 Cr	₹13947 Cr
Fund Manage	5	3
	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Others	2.98	5.83
Mid Cap	65.96	64.6
Large Cap	20.17	9.06
Small Cap	10.89	20.5

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Others	2.98	2.8
Finance	7.22	-
Cement & Cement Products	2.04	-
Pharmaceuticals & Biotechnology	7.82	-
Healthcare Services	2.74	-
Banks	9.08	-
Electrical Equipment	5.12	-
Agricultural, Commercial & Construction Vehicles	1.05	-
Paper, Forest & Jute Products	0.83	-
Petroleum Products	1.92	-
Ferrous Metals	4.23	-
Telecom - Services	4.59	-
Industrial Products	4.37	-
Automobiles	2.32	-
Insurance	0.35	1.78
Agricultural Food & other Products	1.38	-
IT - Software	7.52	-
Consumer Durables	2.01	-
Diversified	1.83	0.35
Realty	1.17	-
Personal Products	2.91	-
Industrial Manufacturing	0.52	-
Oil	1.46	-
Chemicals & Petrochemicals	4.63	-
Capital Markets	1.83	-
Auto Components	8.06	-
Gas	1.92	-
Fertilizers & Agrochemicals	0.99	-
Minerals & Mining	0.92	-
Retailing	3.83	-
Textiles & Apparels	0.89	-
Power	1.47	-
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
Construction	-	3.13
Consumer Discretionary	-	6.07
Energy	-	3.97
Metals & Mining	-	4.31
Consumer Staples	-	2.38
Textiles	-	0.88