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UTI Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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tortoise-icon UTI Mid Cap Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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