Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Invest Now

tortoise-icon UTI Mid Cap Fund-Growth Option

Invest Now

Chart Comparison

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

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 Risk Very High Risk
Asset Size (Cr) ₹3326 Cr ₹11125 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jan 2018 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 116% 17%
Expense Ratio 1.88 1.76
Manager Abhinav Khandelwal Ankit Agarwal
ISIN Code INF174V01473 INF789F01810
Exits Load Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 Mahindra Manulife Mid Cap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
1 Month -6.97% -7.91%
6 Month -14.7% -16.63%
1 Year 6.04% 3.8%
3 Year 20.78% 13.71%
5 Year 22.58% 19.43%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
6 Month - -
1 Year -12.43% -14.64%
3 Year 20.64% 12.4%
5 Year 23.88% 17.82%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
1 Year 18.34% 13.03%
3 Year 24.82% 14.51%
5 Year 23.92% 16.13%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
Standard Deviation 16.27% 13.04%
Sharp 0.86% 0.54%
Beta 0.965% 0.9%
Alpha -0.569% -4.46%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

UTI Mid Cap Fund-Growth Option

Others 2.19 3.18
Mid Cap 66.57 66.41
Large Cap 19.15 6.91
Small Cap 12.09 23.5

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

UTI Mid Cap Fund-Growth Option

Others 2.19 3.18
Finance 8.53 6.3
Pharmaceuticals & Biotechnology 6.69 7.22
Healthcare Services 3.05 3.52
Banks 11.5 5.12
Electrical Equipment 6.43 2.57
Agricultural, Commercial & Construction Vehicles 1.04 -
Paper, Forest & Jute Products 0.93 -
Petroleum Products 1.77 -
Ferrous Metals 3.42 -
Telecom - Services 3.3 2.31
Automobiles 2 1.11
Agricultural Food & other Products 1.37 -
IT - Software 7.94 7.69
Consumer Durables 2.13 8.54
Diversified 2.3 -
Realty 1.49 2.01
Personal Products 2.44 0.98
Industrial Manufacturing 0.52 0.8
Oil 0.85 0.55
Chemicals & Petrochemicals 2.88 2.2
Industrial Products 3.86 7.76
Capital Markets 2.17 2.1
Cement & Cement Products 3.04 2.51
Auto Components 8.24 11.27
Gas 1.94 0.91
Fertilizers & Agrochemicals 0.89 2.55
Minerals & Mining 0.8 1.08
Retailing 3.39 3.15
Textiles & Apparels 1.42 0.95
Power 1.48 1.15
IT - Services - 0.95
Transport Services - 1.32
Insurance - 2.94
Construction - 0.39
Aerospace & Defense - 1.03
Financial Technology (Fintech) - 2.56
Beverages - 1.21
Leisure Services - 1.39
Commercial Services & Supplies - 0.68

Top Comparisons

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns5.49%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.3%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.73%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns16.79%

Compare Now

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns17.46%

VS

Nippon India Innovation Fund - Regular (G) Nippon India Innovation Fund - Regular (G)

3Y Returns0%

Compare Now

Bajaj Finserv Arbitrage Fund Regular - Growth Bajaj Finserv Arbitrage Fund Regular - Growth

3Y Returns0%

VS

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.63%

Compare Now
Add to Cart Successfully