UTI Mid Cap Fund vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Fund | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6824 Cr | ₹12224 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Oct 2004 | 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 | 73% | 17% |
Expense Ratio | 1.9 | 1.77 |
Manager | Sharmila D'mello | Ankit Agarwal |
ISIN Code | INF109K01AN2 | INF789F01810 |
Exits Load | ICICI Prudential MidCap 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 | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | -0.96% | -2.3% |
6 Month | 14.64% | 7.58% |
1 Year | 2.25% | -3.73% |
3 Year | 23.12% | 18% |
5 Year | 28.63% | 24.89% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | 10.71% | 7.87% |
1 Year | 16.35% | 6.44% |
3 Year | 24.02% | 17.03% |
5 Year | 22.94% | 18.04% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 14.02% | 12.38% |
3 Year | 15.19% | 14.5% |
5 Year | 15.78% | 16.84% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 14.46% | 13.04% |
Sharp | 1.25% | 1.04% |
Beta | 0.95% | 0.95% |
Alpha | -1.36% | -5.14% |
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Fund Managers
Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Name | Sharmila D'mello | Ankit Agarwal |
Total AUM | ₹354743 Cr | ₹13947 Cr |
Funds Managed | 35 | 3 |
ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 7.25 | 8.76 |
Mid Cap | 66.69 | 62.3 |
Small Cap | 18.48 | 21.28 |
Large Cap | 7.58 | 7.65 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 2.22 | 2.65 |
Basic Materials | 25.85 | 13.26 |
Industrials | 22.37 | 16.48 |
Financial Services | 18.83 | 18.15 |
Communication Services | 11.34 | 2.69 |
Healthcare | 2.69 | 10.96 |
Consumer Cyclical | 9.58 | 19.15 |
Technology | 0.41 | 9.75 |
Real Estate | 6.56 | 3.16 |
Utilities | 0.15 | 1.92 |
Energy | - | 1.04 |
Consumer Defensive | - | 0.8 |
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