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) ₹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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option UTI Mid Cap Fund-Growth Option
1 Month 7.79% 2.8%
6 Month 20.56% 2.46%
1 Year 54.39% 26.97%
3 Year 35.41% 19.08%
5 Year 32.96% 25.05%

SIP Return Analysis

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option UTI Mid Cap Fund-Growth Option
6 Month - -
1 Year 52.15% 17.71%
3 Year 45.56% 24.15%
5 Year 41.09% 25.18%

Rolling Lumpsum Returns

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%

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% 0.8%
Beta 0.83% 0.88%
Alpha 11.3% -2.8%

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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 2.4 3.18
Mid Cap 71.9 66.41
Large Cap 23.85 6.91
Small Cap 1.86 23.5

Sector Allocation

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

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