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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) | ₹11822 Cr | ₹11027 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 | -1.65% | -0.67% |
| 6 Month | 15.77% | 17.92% |
| 1 Year | -2.79% | 5.48% |
| 3 Year | 16.44% | 24.24% |
| 5 Year | 23.28% | 29.57% |
SIP Return Analysis
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.54% | 5.11% |
| 1 Year | 3.46% | 7.67% |
| 3 Year | 14.8% | 23.9% |
| 5 Year | 16.46% | 23.85% |
Rolling Lumpsum Returns
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.07% | 15.68% |
| 3 Year | 14.7% | 20.86% |
| 5 Year | 17.22% | 20.48% |
Risk Management
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 15.64% |
| Sharp | 0.78% | 1.14% |
| Beta | 0.95% | 0.92% |
| Alpha | -5.2% | 1.71% |
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 | 8.57 | 9 |
| Mid Cap | 63.54 | 69.82 |
| Large Cap | 7.36 | 7.98 |
| Small Cap | 20.52 | 13.21 |
Sector Allocation
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.64 | 4.28 |
| Industrials | 16.92 | 13.44 |
| Consumer Cyclical | 18.84 | 14.37 |
| Basic Materials | 12.68 | 10.81 |
| Technology | 9.73 | 10.31 |
| Financial Services | 18.63 | 23.52 |
| Healthcare | 12.51 | 10.73 |
| Real Estate | 3 | 2.94 |
| Energy | 0.88 | 2.26 |
| Communication Services | 2.42 | 1.49 |
| Consumer Defensive | 0.87 | 5.2 |
| Utilities | 1.86 | 0.65 |
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