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 -4.75% -7.59%
6 Month 8.8% -9.29%
1 Year 27.57% 26.64%
3 Year 15.11% 21.38%
5 Year 24.78% 30.85%

SIP Return Analysis

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
6 Month - -
1 Year 22.13% 6.96%
3 Year 24.53% 27.21%
5 Year 25.52% 31.83%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 13.04% 15.85%
Sharp 0.76% 1.43%
Beta 0.88% 0.88%
Alpha -2.94% 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 12.39
Mid Cap 64.6 69.78
Small Cap 20.5 -
Large Cap 9.06 17.85

Sector Allocation

Scheme Name

UTI Mid Cap Fund-Growth Option

Quant Mid Cap Fund-Growth

Others 2.8 12.39
Financial 14.6 -
Materials 6.21 -
Technology 7.19 -
Healthcare 10.21 -
Automobile 10.33 -
Capital Goods 10.96 -
Services 9.16 -
Communication 2.07 -
Chemicals 3.59 -
Construction 3.13 7.93
Consumer Discretionary 6.07 -
Energy 3.97 -
Metals & Mining 4.31 -
Consumer Staples 2.38 -
Insurance 1.78 1.05
Diversified 0.35 -
Textiles 0.88 -
Petroleum Products - 9.72
Finance - 4.13
Transport Services - 7.91
Ferrous Metals - 11.77
Telecom - Services - 4.5
Diversified FMCG - 5.34
Pharmaceuticals & Biotechnology - 11.58
Agricultural Food & other Products - 5.86
Power - 1.74
Leisure Services - 1.62
IT - Software - 3.99
Auto Components - 6.21
Chemicals & Petrochemicals - 4.28

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