UTI Mid Cap Fund vs Motilal Oswal Midcap Fund compare

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)	₹20056 Cr	₹11894 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	1.62	1.75
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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
1 Month	-11.92%	-5.88%
6 Month	0.74%	-5.1%
1 Year	31.42%	13.49%
3 Year	28.2%	14.31%
5 Year	28.51%	22.06%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
6 Month	-	-
1 Year	21.54%	3.81%
3 Year	36.53%	19.68%
5 Year	36.06%	22.22%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
1 Year	17.56%	12.75%
3 Year	17.47%	14.39%
5 Year	13.2%	15.7%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Standard Deviation	13.31%	13.04%
Sharp	1.86%	0.69%
Beta	0.83%	0.88%
Alpha	11.3%	-3.42%

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
Fund Manage	19	3
	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Others	2.4	3.18
Mid Cap	71.9	66.41
Large Cap	23.85	6.91
Small Cap	1.86	23.5

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Others	2.4	3.18
Healthcare Services	3.81	3.52
Electrical Equipment	2.63	2.57
IT - Software	20.67	7.69
Automobiles	11.89	1.11
Capital Markets	1.78	2.1
Realty	2.4	2.01
Consumer Durables	15.71	8.54
Chemicals & Petrochemicals	3.46	2.2
Telecom - Services	0.59	2.31
Pharmaceuticals & Biotechnology	1.39	7.22
Industrial Products	9.29	7.76
Finance	8.04	6.3
Retailing	3.92	3.15
Auto Components	9.57	11.27
Financial Technology (Fintech)	2.46	2.56
Cement & Cement Products	-	2.51
IT - Services	-	0.95
Banks	-	5.12
Industrial Manufacturing	-	0.8
Transport Services	-	1.32
Fertilizers & Agrochemicals	-	2.55
Insurance	-	2.94
Construction	-	0.39
Aerospace & Defense	-	1.03
Oil	-	0.55
Power	-	1.15
Personal Products	-	0.98
Minerals & Mining	-	1.08
Beverages	-	1.21
Textiles & Apparels	-	0.95
Leisure Services	-	1.39
Gas	-	0.91
Commercial Services & Supplies	-	0.68