UTI Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4194 Cr | ₹11693 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jul 1994 | 05 Aug 2005 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69.98% | 17% |
Expense Ratio | 0.75 | 1.74 |
Manager | Satish Chandra Mishra | Ankit Agarwal |
ISIN Code | INF277K01626 | INF789F01810 |
Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 | Exit load of 1% if redeemed less than 1 year/365 |
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 5.5% | 7.18% |
6 Month | 23.85% | 27.37% |
1 Year | 44.18% | 39.73% |
3 Year | 23.53% | 20.57% |
5 Year | 28.81% | 29.11% |
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 23.48% | 17.68% |
3 Year | 56.14% | 41.63% |
5 Year | 106.77% | 91.25% |
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 28.77% | 28% |
3 Year | 75.24% | 67.81% |
5 Year | 115% | 100.16% |
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 13.05% | 13.04% |
Sharp | 1.34% | 1.06% |
Beta | 0.83% | 0.86% |
Alpha | 1.18% | -2.77% |
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Get Free Experts GuidanceScheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Name | Satish Chandra Mishra | Ankit Agarwal |
Total AUM | ₹13117 Cr | ₹13947 Cr |
Fund Manage | 5 | 3 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Mid Cap | 64.87 | 64.6 |
Large Cap | 9.14 | 9.06 |
Others | 5.23 | 5.83 |
Small Cap | 20.76 | 20.5 |
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Capital Goods | 15.46 | 10.96 |
Healthcare | 11.33 | 10.21 |
Consumer Staples | 2.43 | 2.38 |
Automobile | 5.98 | 10.33 |
Chemicals | 4.33 | 3.59 |
Services | 8.18 | 9.16 |
Others | 2.96 | 2.8 |
Materials | 5.75 | 6.21 |
Construction | 8.64 | 3.13 |
Metals & Mining | 5.22 | 4.31 |
Financial | 16.7 | 14.6 |
Technology | 2.71 | 7.19 |
Energy | 2.81 | 3.97 |
Communication | 2.68 | 2.07 |
Consumer Discretionary | 2.05 | 6.07 |
Textiles | 1.9 | 0.88 |
Diversified | 0.87 | 0.35 |
Insurance | - | 1.78 |
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