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) | ₹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 | 1.58% | 3.37% |
| 6 Month | -1.68% | 3.19% |
| 1 Year | 22.79% | 24.26% |
| 3 Year | 20.75% | 17.68% |
| 5 Year | 24.66% | 25.07% |
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.14% | 17.71% |
| 3 Year | 26.97% | 24.15% |
| 5 Year | 26.57% | 25.18% |
| 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 | 1% | 0.8% |
| Beta | 0.87% | 0.88% |
| Alpha | -0.09% | -2.8% |
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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 |
|---|---|---|
| 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 |
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