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UTI Mid Cap Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹84855 Cr | ₹11666 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 | 1.77 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | 4.48% | 3.46% |
| 6 Month | 14.17% | 12.53% |
| 1 Year | 8.49% | 2.16% |
| 3 Year | 25.59% | 16.66% |
| 5 Year | 29.75% | 22.64% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 0.32% | -0.54% |
| 1 Year | 10.23% | 6.74% |
| 3 Year | 19.2% | 12.91% |
| 5 Year | 22.07% | 14.68% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 14.73% | 11.81% |
| 3 Year | 20.43% | 14.89% |
| 5 Year | 19.73% | 17.55% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.86% | 13.04% |
| Sharp | 1.28% | 0.64% |
| Beta | 0.86% | 0.96% |
| Alpha | 3.88% | -5.43% |
Fund Managers
| Scheme Name | HDFC Mid-Cap 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 Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 10.91 | 9.58 |
| Mid Cap | 62.44 | 62.94 |
| Large Cap | 7.87 | 8.14 |
| Small Cap | 18.77 | 19.35 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 6.37 | 2.29 |
| Basic Materials | 5.54 | 11.73 |
| Consumer Defensive | 5.67 | 0.93 |
| Consumer Cyclical | 17.92 | 17.41 |
| Financial Services | 24.7 | 19.8 |
| Industrials | 10.55 | 18.62 |
| Communication Services | 2.73 | 2.28 |
| Healthcare | 12.55 | 11.09 |
| Technology | 9.82 | 9.8 |
| Energy | 2.9 | 1.03 |
| Utilities | 1.24 | 1.9 |
| Real Estate | - | 3.12 |
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