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UTI Mid Cap Fund vs Edelweiss Mid Cap Fund compare
UTI Mid Cap Fund-Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹12050 Cr | ₹13196 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 |
Trailing Lumpsum Returns
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.7% | -2.28% |
| 6 Month | -0.62% | 1.67% |
| 1 Year | -4.07% | -0.96% |
| 3 Year | 15.87% | 24.35% |
| 5 Year | 18.17% | 24.8% |
SIP Return Analysis
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | 2.01% |
| 1 Year | 11.48% | 17.19% |
| 3 Year | 12.96% | 21.88% |
| 5 Year | 14.49% | 21.93% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 15.58% |
| Sharp | 0.71% | 1.09% |
| Beta | 0.96% | 0.94% |
| Alpha | -5.33% | 1.92% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.59 | 9.52 |
| Mid Cap | 63.82 | 70.12 |
| Large Cap | 8.4 | 7.67 |
| Small Cap | 17.19 | 12.69 |
Sector Allocation
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.77 | 2.84 |
| Industrials | 18.03 | 12.89 |
| Consumer Cyclical | 16.01 | 14.44 |
| Basic Materials | 11.04 | 9.3 |
| Financial Services | 21.65 | 28.35 |
| Healthcare | 10.84 | 8.56 |
| Technology | 10.77 | 11.74 |
| Real Estate | 3.34 | 3.03 |
| Energy | 1.03 | 2.16 |
| Consumer Defensive | 1.37 | 4.2 |
| Communication Services | 2.31 | 1.92 |
| Utilities | 1.86 | 0.54 |
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