UTI Mid Cap Fund vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

UTI Mid Cap Fund-Growth Option

Invest Now

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹12101 Cr	₹12647 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	01 Aug 2005	26 Dec 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	17%	43%
Expense Ratio	1.77	1.73
Manager	Ankit Agarwal	Trideep Bhattacharya
ISIN Code	INF789F01810	INF843K01013
Exits Load	UTI Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	-1.31%	-0.12%
6 Month	1.89%	4.68%
1 Year	-2.65%	1.99%
3 Year	15.57%	23.8%
5 Year	19.03%	25.58%

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	1.49%	3.67%
1 Year	12.43%	18.14%
3 Year	14.06%	23.19%
5 Year	15.38%	22.98%

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	11.73%	15.17%
3 Year	15.05%	21.42%
5 Year	17.73%	20.72%

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.04%	15.59%
Sharp	0.71%	1.08%
Beta	0.96%	0.94%
Alpha	-5.39%	1.60%

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name	Ankit Agarwal	Trideep Bhattacharya
Total AUM	₹13947 Cr	₹0 Cr
Funds Managed	3	9
	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	1.55	8.39
Mid Cap	69.7	69.29
Large Cap	7.13	8.88
Small Cap	21.61	13.45

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	1.55	2.4
Industrial Products	8.52	-
Retailing	2.83	-
Cement & Cement Products	2.94	-
Finance	4.89	-
Pharmaceuticals & Biotechnology	7.85	-
Banks	8.48	-
Electrical Equipment	3.75	-
Chemicals & Petrochemicals	2.61	-
IT - Software	7.34	-
Consumer Durables	8.24	-
Auto Components	8.43	-
Realty	3.32	-
Petroleum Products	1.06	-
Capital Markets	3.07	-
Transport Services	0.86	-
Automobiles	1.48	-
Fertilizers & Agrochemicals	2.59	-
Insurance	3.47	-
Construction	0.75	-
Agricultural Food & other Products	0.67	-
Ferrous Metals	0.24	-
Aerospace & Defense	1.06	-
Telecom - Services	1.38	-
Leisure Services	2.58	-
Healthcare Services	3.19	-
Financial Technology (Fintech)	1.61	-
Personal Products	0.66	-
Minerals & Mining	1.18	-
Textiles & Apparels	1.04	-
Power	1.09	-
Gas	0.78	-
Commercial Services & Supplies	0.48	-
Industrials	-	14.08
Consumer Defensive	-	4.37
Consumer Cyclical	-	14.43
Healthcare	-	9.47
Financial Services	-	25.36
Basic Materials	-	10.48
Real Estate	-	3.25
Energy	-	2.52
Communication Services	-	1.92
Technology	-	11.15
Utilities	-	0.57