UTI Mid Cap Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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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 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) ₹12583 Cr ₹11693 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 02 Feb 2014 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 120% 17%
Expense Ratio 1.69 1.74
Manager Rakesh Shetty Ankit Agarwal
ISIN Code INF247L01411 INF789F01810
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option UTI Mid Cap Fund-Growth Option
1 Month 3.24% 6.12%
6 Month 34.13% 34.3%
1 Year 69.98% 41.91%
3 Year 38.51% 20.32%
5 Year 34.26% 28.44%

SIP Return Analysis

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option UTI Mid Cap Fund-Growth Option
6 Month - -
1 Year 25.36% 17.68%
3 Year 68.32% 41.63%
5 Year 137.54% 91.25%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option UTI Mid Cap Fund-Growth Option
1 Year 33.77% 28%
3 Year 102.56% 67.81%
5 Year 158.43% 100.16%

Risk Management

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% 1.03%
Beta 0.83% 0.86%
Alpha 11.3% -2.55%

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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
Fund Manage 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 10.12 5.83
Mid Cap 65.19 64.6
Large Cap 22.37 9.06
Small Cap 2.31 20.5

Sector Allocation

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

UTI Mid Cap Fund-Growth Option

Others 3.09 2.8
Energy 3.76 3.97
Healthcare 6.12 10.21
Capital Goods 7.41 10.96
Technology 13.79 7.19
Communication 10.65 2.07
Construction 8.26 3.13
Consumer Discretionary 11.42 6.07
Chemicals 3.17 3.59
Services 8.85 9.16
Financial 11.61 14.6
Automobile 11.86 10.33
Materials - 6.21
Metals & Mining - 4.31
Consumer Staples - 2.38
Insurance - 1.78
Diversified - 0.35
Textiles - 0.88

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