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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) | ₹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 | 3.43% | 3.87% |
| 6 Month | -8.06% | -4.46% |
| 1 Year | 5.34% | 15.71% |
| 3 Year | 15.05% | 23.38% |
| 5 Year | 26.96% | 32.68% |
SIP Return Analysis
| Scheme Name | UTI Mid Cap Fund-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.09% | -0.25% |
| 1 Year | -12% | -3.22% |
| 3 Year | 13.8% | 24.51% |
| 5 Year | 17.11% | 25.28% |
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 | 0.44% | 0.992% |
| Beta | 0.94% | 0.906% |
| Alpha | -5% | 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 | 5.95 | 4.44 |
| Mid Cap | 66.08 | 72.33 |
| Large Cap | 7.96 | 9.66 |
| Small Cap | 20.01 | 13.57 |
Sector Allocation
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.78 | 3.54 |
| Industrials | 13.46 | 14.33 |
| Consumer Cyclical | 19.96 | 17.24 |
| Basic Materials | 12.33 | 7.86 |
| Technology | 10.93 | 11.5 |
| Financial Services | 18.85 | 20.96 |
| Healthcare | 11.89 | 12.6 |
| Real Estate | 3.4 | 3.84 |
| Utilities | 1.02 | 0 |
| Communication Services | 2.63 | 1.79 |
| Consumer Defensive | 1.73 | 4.99 |
| Energy | - | 1.35 |
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