UTI Mid Cap Fund vs Quant Mid Cap Fund compare

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tortoise-icon UTI Mid Cap Fund-Growth Option

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tortoise-icon Quant Mid Cap Fund-Growth

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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) ₹11693 Cr ₹8713 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2005 26 Feb 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 1.74 1.74
Manager Ankit Agarwal Sanjeev Sharma
ISIN Code INF789F01810 INF966L01176
Exits Load Exit load of 1% if redeemed less than 1 year/365 Exit load of 0.50% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
1 Month 6.12% -0.91%
6 Month 34.3% 19.75%
1 Year 41.91% 57.66%
3 Year 20.32% 31.96%
5 Year 28.44% 37.24%

SIP Return Analysis

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
6 Month - -
1 Year 17.68% 29.27%
3 Year 41.63% 71.16%
5 Year 91.25% 158.32%

Rolling Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
1 Year 28% 38.51%
3 Year 67.81% 106.01%
5 Year 100.16% 165.66%

Risk Management

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 13.04% 15.85%
Sharp 1.03% 1.43%
Beta 0.86% 0.88%
Alpha -2.55% 5.07%

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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 5.83 12.92
Mid Cap 64.6 65.62
Small Cap 20.5 -
Large Cap 9.06 21.46

Sector Allocation

Scheme Name

UTI Mid Cap Fund-Growth Option

Quant Mid Cap Fund-Growth

Others 2.8 0.34
Financial 14.6 18.55
Materials 6.21 -
Technology 7.19 2.78
Healthcare 10.21 12.29
Automobile 10.33 9.88
Capital Goods 10.96 -
Services 9.16 14.39
Communication 2.07 5.23
Chemicals 3.59 5.24
Construction 3.13 -
Consumer Discretionary 6.07 -
Energy 3.97 19.51
Metals & Mining 4.31 11.79
Consumer Staples 2.38 -
Insurance 1.78 -
Diversified 0.35 -
Textiles 0.88 -

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