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UTI Mid Cap Fund vs HDFC Mid compare

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tortoise-icon HDFC Mid-Cap Fund - Growth Plan

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tortoise-icon 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 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) ₹83105 Cr ₹11668 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 0.7% -0.42%
6 Month 17.82% 16.46%
1 Year 2.89% -4.72%
3 Year 26.24% 16.85%
5 Year 29.48% 22.39%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Fund - Growth Plan UTI Mid Cap Fund-Growth Option
6 Month 3.1% 1.62%
1 Year 16.14% 10.94%
3 Year 21.69% 14.68%
5 Year 23.59% 15.84%

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 13.79% 13.04%
Sharp 1.24% 0.64%
Beta 0.84% 0.96%
Alpha 4.00% -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 11.94 8.99
Mid Cap 61.34 62.37
Large Cap 7.84 7.66
Small Cap 18.89 20.98

Sector Allocation

Scheme Name

HDFC Mid-Cap Fund - Growth Plan

UTI Mid Cap Fund-Growth Option
Others 6.98 1.8
Basic Materials 5.39 12.35
Consumer Defensive 5.7 0.84
Consumer Cyclical 18.41 18.38
Financial Services 24.21 18.95
Industrials 10.63 17.28
Communication Services 2.73 2.4
Healthcare 11.74 12.31
Technology 10.45 9.91
Energy 2.51 0.84
Utilities 1.26 1.89
Real Estate - 3.06

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