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

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)	₹4444 Cr	₹11894 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	1.75
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

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
1 Month	-4.95%	-5.88%
6 Month	-6.64%	-5.1%
1 Year	13.09%	13.49%
3 Year	17.94%	14.31%
5 Year	21.95%	22.06%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
6 Month	-	-
1 Year	1.16%	3.81%
3 Year	22.84%	19.68%
5 Year	23.96%	22.22%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
1 Year	17.42%	12.75%
3 Year	16.1%	14.39%
5 Year	16.97%	15.7%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
Standard Deviation	13.05%	13.04%
Sharp	0.9%	0.69%
Beta	0.87%	0.88%
Alpha	-0.51%	-3.42%

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
Others	4.64	3.18
Small Cap	18.55	23.5
Mid Cap	69.24	66.41
Large Cap	7.57	6.91

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
Others	4.64	3.18
Realty	4.9	2.01
Industrial Products	8.24	7.76
Cement & Cement Products	3.4	2.51
Chemicals & Petrochemicals	1.69	2.2
Pharmaceuticals & Biotechnology	13.12	7.22
Banks	5.51	5.12
Petroleum Products	1.35	-
Personal Products	1.73	0.98
Finance	7.33	6.3
Telecom - Services	2.97	2.31
Electrical Equipment	3.57	2.57
Insurance	5.26	2.94
Construction	3.05	0.39
Agricultural, Commercial & Construction Vehicles	1.39	-
Consumer Durables	2.78	8.54
IT - Software	5.23	7.69
Aerospace & Defense	1.03	1.03
Oil	0.44	0.55
Auto Components	5.5	11.27
Leisure Services	2.87	1.39
Diversified	0.81	-
Fertilizers & Agrochemicals	3.53	2.55
Agricultural Food & other Products	1.09	-
Transport Infrastructure	3.75	-
Textiles & Apparels	1.98	0.95
Transport Services	0.69	1.32
Power	0.82	1.15
Commercial Services & Supplies	1.33	0.68
IT - Services	-	0.95
Industrial Manufacturing	-	0.8
Automobiles	-	1.11
Retailing	-	3.15
Healthcare Services	-	3.52
Financial Technology (Fintech)	-	2.56
Capital Markets	-	2.1
Minerals & Mining	-	1.08
Beverages	-	1.21
Gas	-	0.91