UTI Mid Cap Fund vs Quant Mid Cap Fund compare
UTI Mid Cap Fund-Growth Option
Quant Mid Cap Fund-Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹11125 Cr | ₹8608 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 | 1.76 | 1.75 |
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 |
Trailing Lumpsum Returns
Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | -7.91% | -7.58% |
6 Month | -16.63% | -19.23% |
1 Year | 3.8% | -4.42% |
3 Year | 13.71% | 19.55% |
5 Year | 19.43% | 27.36% |
SIP Return Analysis
Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -14.64% | -21.61% |
3 Year | 12.4% | 15.72% |
5 Year | 17.82% | 24.41% |
Rolling Lumpsum Returns
Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 13.03% | 12.53% |
3 Year | 14.51% | 11.62% |
5 Year | 16.13% | 10.43% |
Risk Management
Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.04% | 17.376% |
Sharp | 0.54% | 0.838% |
Beta | 0.9% | 0.924% |
Alpha | -4.46% | 0.658% |
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Fund Managers
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 |
Market Cap
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 | - |
Sector Allocation
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 |
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