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 | 5.8% | 5.81% |
6 Month | -11.28% | -14.66% |
1 Year | 3.99% | 4.73% |
3 Year | 16.83% | 13.16% |
5 Year | 27.13% | 26.52% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -2.7% | -4.62% |
1 Year | -12.31% | -14.94% |
3 Year | 17.27% | 12.73% |
5 Year | 19.76% | 16.7% |
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% | 0.44% |
Beta | 0.91% | 0.94% |
Alpha | -1.79% | -5% |
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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 | 3.85 | 5.95 |
Mid Cap | 68.81 | 66.08 |
Small Cap | 19.06 | 20.01 |
Large Cap | 8.29 | 7.96 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 3.76 | 3.78 |
Basic Materials | 9.65 | 12.33 |
Industrials | 21.45 | 13.46 |
Healthcare | 14.6 | 11.89 |
Financial Services | 20.91 | 18.85 |
Real Estate | 4.58 | 3.4 |
Energy | 1.34 | - |
Communication Services | 3.12 | 2.63 |
Utilities | 2.79 | 1.02 |
Consumer Cyclical | 11.64 | 19.96 |
Technology | 4.98 | 10.93 |
Consumer Defensive | 1.2 | 1.73 |
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