UTI Mid Cap Fund vs HDFC Mid compare

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HDFC Mid-Cap Opportunities Fund - Growth Plan

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UTI Mid Cap Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Fund	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹73510 Cr	₹11125 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Jun 2007	01 Aug 2005
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	14.6%	17%
Expense Ratio	1.39	1.76
Manager	Dhruv Muchhal	Ankit Agarwal
ISIN Code	INF179K01CR2	INF789F01810
Exits Load	HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
1 Month	4.46%	6.4%
6 Month	-2.11%	-3.83%
1 Year	7.3%	3.56%
3 Year	31.8%	22.92%
5 Year	33.12%	27.2%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
6 Month	9.86%	11.52%
1 Year	10.12%	7.53%
3 Year	25.08%	18.35%
5 Year	26.17%	19.1%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
1 Year	15.2%	12.38%
3 Year	20.01%	14.5%
5 Year	19.47%	16.84%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Standard Deviation	15.301%	13.04%
Sharp	1.022%	0.83%
Beta	0.855%	0.93%
Alpha	4.384%	-4.64%

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Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Name	Dhruv Muchhal	Ankit Agarwal
Total AUM	₹520687 Cr	₹13947 Cr
Funds Managed	40	3
	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Others	8.07	2.71
Mid Cap	65.07	66.92
Large Cap	5.88	9.47
Small Cap	20.98	20.87

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Others	8.07	2.71
Basic Materials	6.21	-
Consumer Defensive	4.23	-
Consumer Cyclical	17.51	-
Financial Services	24.44	-
Healthcare	11.93	-
Industrials	10.38	-
Communication Services	3.05	-
Energy	2.69	-
Utilities	1.37	-
Technology	10.11	-
Industrial Products	-	7.71
Retailing	-	3.65
Cement & Cement Products	-	3.09
IT - Services	-	0.76
Finance	-	6.82
Healthcare Services	-	4.5
Pharmaceuticals & Biotechnology	-	7.19
Banks	-	4.54
Electrical Equipment	-	2.65
Chemicals & Petrochemicals	-	3.58
IT - Software	-	6.93
Consumer Durables	-	7.16
Auto Components	-	8.96
Industrial Manufacturing	-	0.69
Realty	-	3.38
Petroleum Products	-	0.96
Capital Markets	-	2.82
Transport Services	-	0.62
Automobiles	-	1.13
Fertilizers & Agrochemicals	-	2.97
Insurance	-	3.26
Construction	-	0.78
Aerospace & Defense	-	1.12
Telecom - Services	-	1.63
Leisure Services	-	2.56
Financial Technology (Fintech)	-	1.59
Personal Products	-	0.98
Minerals & Mining	-	1.5
Textiles & Apparels	-	1.24
Power	-	0.92
Gas	-	0.97
Commercial Services & Supplies	-	0.6