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) | ₹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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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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 | 2.65 | 4.44 |
Mid Cap | 67.66 | 72.33 |
Large Cap | 9.24 | 9.66 |
Small Cap | 20.45 | 13.57 |
Sector Allocation
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 |
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