UTI Mid Cap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
UTI Mid Cap Fund-Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 7.4% | 7.81% |
6 Month | 2.72% | -1.16% |
1 Year | 11.82% | 7.17% |
3 Year | 30.45% | 21.04% |
5 Year | 35.68% | 29.18% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | 6.34% | 5.12% |
1 Year | 6.35% | -1.44% |
3 Year | 25.47% | 16.7% |
5 Year | 26.53% | 18.41% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 15.63% | 13.03% |
3 Year | 19.73% | 14.51% |
5 Year | 19.19% | 16.13% |
Risk Management
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 15.301% | 13.04% |
Sharp | 1.022% | 0.55% |
Beta | 0.855% | 0.93% |
Alpha | 4.384% | -5.32% |
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Fund Managers
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 |
Market Cap
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 8.07 | 2.65 |
Mid Cap | 65.07 | 67.66 |
Large Cap | 5.88 | 9.24 |
Small Cap | 20.98 | 20.45 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 8.07 | 2.65 |
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 | - | 7.54 |
Retailing | - | 3.68 |
Cement & Cement Products | - | 3.02 |
IT - Services | - | 0.96 |
Finance | - | 7.41 |
Healthcare Services | - | 4.76 |
Pharmaceuticals & Biotechnology | - | 7.62 |
Banks | - | 4.66 |
Electrical Equipment | - | 1.89 |
IT - Software | - | 7.25 |
Consumer Durables | - | 7.33 |
Auto Components | - | 9.31 |
Industrial Manufacturing | - | 0.79 |
Realty | - | 3.4 |
Ferrous Metals | - | 0.94 |
Capital Markets | - | 2.45 |
Transport Services | - | 0.51 |
Automobiles | - | 1.04 |
Fertilizers & Agrochemicals | - | 3.31 |
Insurance | - | 3.35 |
Construction | - | 0.73 |
Aerospace & Defense | - | 1.21 |
Telecom - Services | - | 1.45 |
Chemicals & Petrochemicals | - | 3.01 |
Leisure Services | - | 2.31 |
Financial Technology (Fintech) | - | 1.6 |
Personal Products | - | 0.9 |
Minerals & Mining | - | 1.59 |
Textiles & Apparels | - | 1.19 |
Power | - | 0.69 |
Gas | - | 0.9 |
Commercial Services & Supplies | - | 0.55 |
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