UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare

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

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tortoise-icon UTI Mid Cap Fund-Growth Option

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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 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

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
1 Month 1.73% -6.39%
6 Month 26.25% 14.24%
1 Year 57.47% 37.01%
3 Year 29% 17.4%
5 Year 31.55% 24.99%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
1 Year 16.7% 12.93%
3 Year 25.09% 14.39%
5 Year 22.42% 15.72%

Risk Management

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% 0.96%
Beta 0.96% 0.87%
Alpha 0.6% -2.39%

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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
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 2.98 5.83
Mid Cap 65.96 64.6
Large Cap 20.17 9.06
Small Cap 10.89 20.5

Sector Allocation

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

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