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UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
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) | ₹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 | 1.74% | 2.18% |
| 6 Month | -8.93% | -11.72% |
| 1 Year | 9.6% | 7.39% |
| 3 Year | 20.58% | 14.23% |
| 5 Year | 30.67% | 27.58% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | -3.05% | -4.62% |
| 1 Year | -10.93% | -14.94% |
| 3 Year | 21.4% | 12.73% |
| 5 Year | 23.39% | 16.7% |
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 | 16.816% | 13.04% |
| Sharp | 0.771% | 0.44% |
| Beta | 0.943% | 0.94% |
| Alpha | 0.577% | -5% |
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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 |
| Funds Managed | 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 | 4.06 | 5.95 |
| Mid Cap | 65.42 | 66.08 |
| Large Cap | 17.71 | 7.96 |
| Small Cap | 12.81 | 20.01 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 4.06 | 3.78 |
| Financial Services | 20.71 | 18.85 |
| Healthcare | 9.97 | 11.89 |
| Industrials | 14.71 | 13.46 |
| Basic Materials | 10.46 | 12.33 |
| Energy | 4.38 | - |
| Technology | 7.71 | 10.93 |
| Consumer Defensive | 7.3 | 1.73 |
| Communication Services | 3.26 | 2.63 |
| Consumer Cyclical | 14.49 | 19.96 |
| Real Estate | 1.21 | 3.4 |
| Utilities | 1.73 | 1.02 |
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