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UTI Mid Cap Fund vs Edelweiss Mid Cap Fund compare

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tortoise-icon UTI Mid Cap Fund-Growth Option

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tortoise-icon 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

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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