UTI Mid Cap Fund vs Edelweiss Mid Cap Fund compare

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UTI Mid Cap Fund-Growth Option

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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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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)	₹11125 Cr	₹8268 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	1.76	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	4.37%	3.51%
6 Month	-2.39%	-0.04%
1 Year	5.76%	15.18%
3 Year	20.19%	27.66%
5 Year	28.5%	34.61%

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	5.12%	6.14%
1 Year	-1.44%	6.46%
3 Year	16.7%	27.02%
5 Year	18.41%	26.35%

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	13.03%	16.08%
3 Year	14.51%	20.39%
5 Year	16.13%	20.04%

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.04%	15.57%
Sharp	0.55%	0.992%
Beta	0.93%	0.906%
Alpha	-5.32%	1.762%

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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	2.65	4.44
Mid Cap	67.66	72.33
Large Cap	9.24	9.66
Small Cap	20.45	13.57

Scheme Name	UTI Mid Cap Fund-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	2.65	3.54
Industrial Products	7.54	-
Retailing	3.68	-
Cement & Cement Products	3.02	-
IT - Services	0.96	-
Finance	7.41	-
Healthcare Services	4.76	-
Pharmaceuticals & Biotechnology	7.62	-
Banks	4.66	-
Electrical Equipment	1.89	-
IT - Software	7.25	-
Consumer Durables	7.33	-
Auto Components	9.31	-
Industrial Manufacturing	0.79	-
Realty	3.4	-
Ferrous Metals	0.94	-
Capital Markets	2.45	-
Transport Services	0.51	-
Automobiles	1.04	-
Fertilizers & Agrochemicals	3.31	-
Insurance	3.35	-
Construction	0.73	-
Aerospace & Defense	1.21	-
Telecom - Services	1.45	-
Chemicals & Petrochemicals	3.01	-
Leisure Services	2.31	-
Financial Technology (Fintech)	1.6	-
Personal Products	0.9	-
Minerals & Mining	1.59	-
Textiles & Apparels	1.19	-
Power	0.69	-
Gas	0.9	-
Commercial Services & Supplies	0.55	-
Industrials	-	14.33
Consumer Defensive	-	4.99
Basic Materials	-	7.86
Consumer Cyclical	-	17.24
Healthcare	-	12.6
Financial Services	-	20.96
Real Estate	-	3.84
Energy	-	1.35
Technology	-	11.5
Utilities	-	0
Communication Services	-	1.79