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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) ₹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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