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
Overview
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) | ₹4354 Cr | ₹11125 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Mar 2004 | 01 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 | 1.87 | 1.76 |
Manager | Satish Chandra Mishra | Ankit Agarwal |
ISIN Code | INF277K01626 | INF789F01810 |
Exits Load | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI 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 | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 7.81% | 6.9% |
6 Month | -14.79% | -17.24% |
1 Year | 6.77% | 6.94% |
3 Year | 17.35% | 14.01% |
5 Year | 29.26% | 28.66% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -7.17% | -9.71% |
1 Year | -15.06% | -16.93% |
3 Year | 17.29% | 12.64% |
5 Year | 20.16% | 17.1% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 17.53% | 13.03% |
3 Year | 16.61% | 14.51% |
5 Year | 17.03% | 16.13% |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 13.05% | 13.04% |
Sharp | 0.63% | 0.41% |
Beta | 0.91% | 0.93% |
Alpha | -2.03% | -5.54% |
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Fund Managers
Scheme 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 |
Funds Managed | 5 | 3 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 2.98 | 5.95 |
Mid Cap | 68.49 | 66.08 |
Small Cap | 20.31 | 20.01 |
Large Cap | 8.23 | 7.96 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 2.92 | 3.78 |
Basic Materials | 9.49 | 12.33 |
Industrials | 22.52 | 13.46 |
Healthcare | 14.75 | 11.89 |
Financial Services | 20.39 | 18.85 |
Real Estate | 4.84 | 3.4 |
Energy | 1.69 | - |
Communication Services | 2.98 | 2.63 |
Utilities | 1.87 | 1.02 |
Consumer Cyclical | 11.73 | 19.96 |
Technology | 5.68 | 10.93 |
Consumer Defensive | 1.13 | 1.73 |
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