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) | ₹11894 Cr | ₹12350 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 | 1.75 | 1.74 |
| 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 |
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.37% | 4.39% |
| 6 Month | 3.19% | 7.82% |
| 1 Year | 24.26% | 32.15% |
| 3 Year | 17.68% | 25.12% |
| 5 Year | 25.07% | 24.54% |
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.71% | 26.13% |
| 3 Year | 24.15% | 32.98% |
| 5 Year | 25.18% | 29.8% |
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.75% | 21.22% |
| 3 Year | 14.39% | 18.05% |
| 5 Year | 15.7% | 18.53% |
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 13.35% |
| Sharp | 0.8% | 1.22% |
| Beta | 0.88% | 0.88% |
| Alpha | -2.8% | 3.05% |
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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 | 3.18 | 5.82 |
| Mid Cap | 66.41 | 67.46 |
| Large Cap | 6.91 | 13.04 |
| Small Cap | 23.5 | 13.95 |
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.18 | 5.82 |
| Industrial Products | 7.76 | 7.67 |
| Cement & Cement Products | 2.51 | 1.94 |
| IT - Services | 0.95 | - |
| Finance | 6.3 | 8.57 |
| Pharmaceuticals & Biotechnology | 7.22 | 6.89 |
| Banks | 5.12 | 8.64 |
| Electrical Equipment | 2.57 | 3.19 |
| Consumer Durables | 8.54 | 6.05 |
| Auto Components | 11.27 | 7.23 |
| Industrial Manufacturing | 0.8 | - |
| Transport Services | 1.32 | 2.13 |
| Telecom - Services | 2.31 | 1.12 |
| Automobiles | 1.11 | 1.48 |
| Fertilizers & Agrochemicals | 2.55 | 3.11 |
| Insurance | 2.94 | 1.28 |
| Construction | 0.39 | - |
| Realty | 2.01 | 3.04 |
| IT - Software | 7.69 | 4.71 |
| Aerospace & Defense | 1.03 | 1.31 |
| Oil | 0.55 | - |
| Chemicals & Petrochemicals | 2.2 | 1.47 |
| Retailing | 3.15 | 4.29 |
| Healthcare Services | 3.52 | 4.37 |
| Financial Technology (Fintech) | 2.56 | 1.67 |
| Capital Markets | 2.1 | 2.39 |
| Power | 1.15 | 1.71 |
| Personal Products | 0.98 | - |
| Minerals & Mining | 1.08 | - |
| Beverages | 1.21 | 1.19 |
| Textiles & Apparels | 0.95 | - |
| Leisure Services | 1.39 | 3.59 |
| Gas | 0.91 | 0.9 |
| Commercial Services & Supplies | 0.68 | - |
| Petroleum Products | - | 1.42 |
| Agricultural Food & other Products | - | 1.22 |
| Food Products | - | 0.88 |
| Ferrous Metals | - | 0.99 |
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