UTI Mid Cap Fund vs HDFC Mid compare

UTI Mid Cap Fund vs HDFC Mid compare

Link copied to clipboard!

HDFC Mid-Cap Fund - Growth Plan

Invest Now

UTI Mid Cap Fund-Growth Option

Invest Now

Chart Comparison

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

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)	₹84061 Cr	₹11822 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	-2.92%	-2.67%
6 Month	13.91%	13.93%
1 Year	5.08%	-2.35%
3 Year	25.69%	16.15%
5 Year	29.6%	23.3%

SIP Return Analysis

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
6 Month	6.32%	5.9%
1 Year	7.36%	1.84%
3 Year	21.61%	14.24%
5 Year	23.93%	16.21%

Rolling Lumpsum Returns

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
1 Year	14.93%	12.07%
3 Year	20.25%	14.7%
5 Year	19.59%	17.22%

Risk Management

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Standard Deviation	13.79%	13.04%
Sharp	1.39%	0.78%
Beta	0.83%	0.95%
Alpha	4.66%	-5.2%

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	12.06	8.57
Mid Cap	61.58	63.54
Large Cap	7.16	7.36
Small Cap	19.2	20.52

Sector Allocation

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	UTI Mid Cap Fund-Growth Option
Others	7.22	1.64
Basic Materials	5.74	12.68
Consumer Defensive	5.12	0.87
Consumer Cyclical	18.34	18.84
Financial Services	24.14	18.63
Industrials	10.31	16.92
Communication Services	2.93	2.42
Healthcare	12	12.51
Technology	10.2	9.73
Energy	2.77	0.88
Utilities	1.24	1.86
Real Estate	-	3

Top Comparisons

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns15.78%

VS

Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth

3Y Returns13.47%

Compare Now

Invesco India Infrastructure Fund - Growth Option

3Y Returns25.64%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns22%

Compare Now

PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.38%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.37%

Compare Now

HDFC Gilt Fund - Growth Plan

3Y Returns7.16%

VS

Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns6.6%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully