UTI Mid Cap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24488 Cr | ₹11125 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 24 Feb 2014 | 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 | 120% | 17% |
Expense Ratio | 1.58 | 1.76 |
Manager | Rakesh Shetty | Ankit Agarwal |
ISIN Code | INF247L01411 | INF789F01810 |
Exits Load | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 3.01% | 6.21% |
6 Month | -15.97% | -18.09% |
1 Year | 14.16% | 4.06% |
3 Year | 26.73% | 13.43% |
5 Year | 37.32% | 28.93% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -11.8% | -9.71% |
1 Year | -10.59% | -16.93% |
3 Year | 26.64% | 12.64% |
5 Year | 30.41% | 17.1% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 18.45% | 13.03% |
3 Year | 18.47% | 14.51% |
5 Year | 13.83% | 16.13% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 18.728% | 13.04% |
Sharp | 1.047% | 0.41% |
Beta | 0.892% | 0.93% |
Alpha | 7.885% | -5.54% |
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Fund Managers
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Name | Rakesh Shetty | Ankit Agarwal |
Total AUM | ₹33886 Cr | ₹13947 Cr |
Funds Managed | 19 | 3 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 23.08 | 5.95 |
Mid Cap | 69.66 | 66.08 |
Large Cap | 7.25 | 7.96 |
Small Cap | - | 20.01 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 23.08 | 3.78 |
Healthcare | 5 | 11.89 |
Technology | 34.02 | 10.93 |
Consumer Cyclical | 16.09 | 19.96 |
Industrials | 11.09 | 13.46 |
Utilities | 2.06 | 1.02 |
Real Estate | 2.8 | 3.4 |
Communication Services | 3.44 | 2.63 |
Basic Materials | 2.32 | 12.33 |
Financial Services | 0.09 | 18.85 |
Consumer Defensive | - | 1.73 |
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