Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Mid Cap Fund vs Quant Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon UTI Mid Cap Fund-Growth Option

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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 3.11% 3.51%
6 Month -8.85% -7.51%
1 Year 7.86% -3.26%
3 Year 15.02% 18.33%
5 Year 27.56% 34.24%

SIP Return Analysis

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
6 Month -4.62% -1.01%
1 Year -14.94% -15.31%
3 Year 12.73% 16.61%
5 Year 16.7% 23.38%

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 0.44% 0.838%
Beta 0.94% 0.924%
Alpha -5% 0.658%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 5.95 10.44
Mid Cap 66.08 70.05
Large Cap 7.96 19.52
Small Cap 20.01 -

Sector Allocation

Scheme Name

UTI Mid Cap Fund-Growth Option

Quant Mid Cap Fund-Growth

Others 3.78 10.44
Industrials 13.46 20.21
Consumer Cyclical 19.96 6.68
Basic Materials 12.33 14.83
Technology 10.93 0.67
Financial Services 18.85 3.93
Healthcare 11.89 10.17
Real Estate 3.4 -
Utilities 1.02 1.52
Communication Services 2.63 7.08
Consumer Defensive 1.73 13.29
Energy - 11.18

Top Comparisons

Aditya Birla Sun Life Low Duration Fund - Growth Plan Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns6.52%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns6.91%

Compare Now

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns8%

VS

HSBC Gilt Fund - Regular Growth HSBC Gilt Fund - Regular Growth

3Y Returns7.22%

Compare Now

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

VS

Axis Multicap Fund - Regular Plan - Growth Axis Multicap Fund - Regular Plan - Growth

3Y Returns20.81%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.82%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.82%

Compare Now
Add to Cart Successfully