UTI Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare
UTI Mid Cap Fund-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11125 Cr | ₹11638 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Aug 2005 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 17% | 45% |
Expense Ratio | 1.76 | 1.77 |
Manager | Ankit Agarwal | Ratish Varier |
ISIN Code | INF789F01810 | INF903J01173 |
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 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.11% | 3.76% |
6 Month | -8.85% | -5.56% |
1 Year | 7.86% | 14.6% |
3 Year | 15.02% | 22.2% |
5 Year | 27.56% | 29.56% |
SIP Return Analysis
Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -4.62% | -2.14% |
1 Year | -14.94% | -6.72% |
3 Year | 12.73% | 21.75% |
5 Year | 16.7% | 22.84% |
Rolling Lumpsum Returns
Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.03% | 21.47% |
3 Year | 14.51% | 18.34% |
5 Year | 16.13% | 18.67% |
Risk Management
Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.04% | 16.453% |
Sharp | 0.44% | 0.764% |
Beta | 0.94% | 0.915% |
Alpha | -5% | 0.528% |
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Fund Managers
Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Ankit Agarwal | Ratish Varier |
Total AUM | ₹13947 Cr | ₹12102 Cr |
Funds Managed | 3 | 3 |
UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.95 | 6.38 |
Mid Cap | 66.08 | 65.33 |
Large Cap | 7.96 | 15.27 |
Small Cap | 20.01 | 13.03 |
Sector Allocation
Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.78 | 5.37 |
Industrials | 13.46 | 14.82 |
Consumer Cyclical | 19.96 | 18.88 |
Basic Materials | 12.33 | 9.99 |
Technology | 10.93 | 6.45 |
Financial Services | 18.85 | 19.52 |
Healthcare | 11.89 | 11.03 |
Real Estate | 3.4 | 3.43 |
Utilities | 1.02 | 2.1 |
Communication Services | 2.63 | 3.32 |
Consumer Defensive | 1.73 | 3.4 |
Energy | - | 1.7 |
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