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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) | ₹83847 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 | -1.48% | -0.85% |
| 6 Month | 17.27% | 18.34% |
| 1 Year | 1.09% | -7.18% |
| 3 Year | 24.92% | 15.99% |
| 5 Year | 27.69% | 21.89% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 4.61% | 4.73% |
| 1 Year | 10.84% | 7.16% |
| 3 Year | 23.35% | 16.56% |
| 5 Year | 25.07% | 17.6% |
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 |
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