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)	₹3341 Cr	₹11894 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	1.89	1.75
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

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Month	-5.65%	-5.88%
6 Month	-4.35%	-5.1%
1 Year	18.63%	13.49%
3 Year	20.88%	14.31%
5 Year	25.38%	22.06%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
6 Month	-	-
1 Year	5.19%	3.81%
3 Year	27.62%	19.68%
5 Year	27.89%	22.22%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Year	17.27%	12.75%
3 Year	25%	14.39%
5 Year	22.54%	15.7%

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%	0.69%
Beta	0.96%	0.88%
Alpha	0.6%	-3.42%

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

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