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
| 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) | ₹11693 Cr | ₹11825 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Aug 2005 | 01 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 | 1.74 | 1.73 |
| Manager | Ankit Agarwal | Ratish Varier |
| ISIN Code | INF789F01810 | INF903J01173 |
| Exits Load | Exit load of 1% if redeemed less than 1 year/365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.39% | -5.37% |
| 6 Month | 14.24% | 17.51% |
| 1 Year | 37.01% | 52.15% |
| 3 Year | 17.4% | 24.19% |
| 5 Year | 24.99% | 24.56% |
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.68% | 21.78% |
| 3 Year | 41.63% | 55% |
| 5 Year | 91.25% | 101.07% |
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.93% | 21.36% |
| 3 Year | 14.39% | 18.15% |
| 5 Year | 15.72% | 18.53% |
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 13.35% |
| Sharp | 0.96% | 1.33% |
| Beta | 0.87% | 0.88% |
| Alpha | -2.39% | 2.69% |
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| 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 |
| Fund Manage | 3 | 3 |
| UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.83 | 6.5 |
| Mid Cap | 64.6 | 66.49 |
| Small Cap | 20.5 | 9.85 |
| Large Cap | 9.06 | 17.11 |
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.8 | 2.66 |
| Financial | 14.6 | 18.38 |
| Materials | 6.21 | 5.11 |
| Technology | 7.19 | 4.25 |
| Healthcare | 10.21 | 10.83 |
| Automobile | 10.33 | 9.82 |
| Capital Goods | 10.96 | 11.59 |
| Services | 9.16 | 13.57 |
| Communication | 2.07 | 0.34 |
| Chemicals | 3.59 | 3.8 |
| Construction | 3.13 | 2.45 |
| Consumer Discretionary | 6.07 | 4.72 |
| Energy | 3.97 | 4.29 |
| Metals & Mining | 4.31 | 3.91 |
| Consumer Staples | 2.38 | 1.94 |
| Insurance | 1.78 | 0.46 |
| Diversified | 0.35 | - |
| Textiles | 0.88 | - |
| Unclassified | - | 1.83 |
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