UTI Mid Cap Fund vs Quant Mid Cap Fund compare

Overview

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
Fund	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹11894 Cr	₹8941 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	01 Aug 2005	21 Mar 2001
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	17%	%
Expense Ratio	1.75	1.73
Manager	Ankit Agarwal	Sanjeev Sharma
ISIN Code	INF789F01810	INF966L01176
Exits Load	UTI Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
1 Month	-8.99%	-6.04%
6 Month	-6.76%	-15.25%
1 Year	14.42%	11.12%
3 Year	12.92%	19.85%
5 Year	22.52%	30.14%

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
6 Month	-	-
1 Year	6.54%	-7.54%
3 Year	20.55%	22.31%
5 Year	22.62%	28.32%

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
1 Year	12.75%	12.47%
3 Year	14.39%	11.42%
5 Year	15.7%	10.35%

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
Standard Deviation	13.04%	15.85%
Sharp	0.69%	1.43%
Beta	0.88%	0.88%
Alpha	-3.42%	5.07%

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
Name	Ankit Agarwal	Sanjeev Sharma
Total AUM	₹13947 Cr	₹39731 Cr
Fund Manage	3	22
	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
Others	3.18	12.39
Mid Cap	66.41	69.78
Large Cap	6.91	17.85
Small Cap	23.5	-

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
Others	3.18	12.39
Industrial Products	7.76	-
Cement & Cement Products	2.51	-
IT - Services	0.95	-
Finance	6.3	4.13
Pharmaceuticals & Biotechnology	7.22	11.58
Banks	5.12	-
Electrical Equipment	2.57	-
Consumer Durables	8.54	-
Auto Components	11.27	6.21
Industrial Manufacturing	0.8	-
Transport Services	1.32	7.91
Telecom - Services	2.31	4.5
Automobiles	1.11	-
Fertilizers & Agrochemicals	2.55	-
Insurance	2.94	1.05
Construction	0.39	7.93
Realty	2.01	-
IT - Software	7.69	3.99
Aerospace & Defense	1.03	-
Oil	0.55	-
Chemicals & Petrochemicals	2.2	4.28
Retailing	3.15	-
Healthcare Services	3.52	-
Financial Technology (Fintech)	2.56	-
Capital Markets	2.1	-
Power	1.15	1.74
Personal Products	0.98	-
Minerals & Mining	1.08	-
Beverages	1.21	-
Textiles & Apparels	0.95	-
Leisure Services	1.39	1.62
Gas	0.91	-
Commercial Services & Supplies	0.68	-
Petroleum Products	-	9.72
Ferrous Metals	-	11.77
Diversified FMCG	-	5.34
Agricultural Food & other Products	-	5.86