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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| 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 |
| 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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