Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Mid Cap Fund vs ICICI Prudential MidCap Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential MidCap Fund - Growth

Invest Now

tortoise-icon 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 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) ₹7055 Cr ₹12050 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 -0.76% -1.82%
6 Month 4.9% 0.39%
1 Year 4.49% -3.68%
3 Year 21.47% 15.85%
5 Year 23.24% 18.82%

SIP Return Analysis

Scheme Name ICICI Prudential MidCap Fund - Growth UTI Mid Cap Fund-Growth Option
6 Month 2.9% -
1 Year 23.16% 11.48%
3 Year 20.86% 12.96%
5 Year 20.13% 14.49%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential MidCap Fund - Growth UTI Mid Cap Fund-Growth Option
1 Year 13.11% 11.73%
3 Year 15.93% 15.05%
5 Year 16.05% 17.73%

Risk Management

Scheme Name ICICI Prudential MidCap Fund - Growth UTI Mid Cap Fund-Growth Option
Standard Deviation 16.26% 15.61%
Sharp 0.92% 0.65%
Beta 0.99% 0.96%
Alpha -0.90% -5.16%

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 5.19 10.59
Mid Cap 71.68 63.82
Small Cap 14.32 17.19
Large Cap 8.81 8.4

Sector Allocation

Scheme Name

ICICI Prudential MidCap Fund - Growth

UTI Mid Cap Fund-Growth Option

Others 1.3 1.77
Industrials 21.61 18.03
Financial Services 20.1 21.65
Basic Materials 27.85 11.04
Communication Services 9.29 2.31
Consumer Cyclical 11.2 16.01
Real Estate 6.76 3.34
Healthcare 1.36 10.84
Utilities 0.15 1.86
Technology 0.37 10.77
Energy - 1.03
Consumer Defensive - 1.37

Top Comparisons

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns7.08%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.54%

Compare Now

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns18.58%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns14.91%

Compare Now

LIC MF Short Term Debt Fund Regular - Growth LIC MF Short Term Debt Fund Regular - Growth

3Y Returns6.91%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.36%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns10.84%

VS

SBI Balanced Advantage Fund Regular Growth SBI Balanced Advantage Fund Regular Growth

3Y Returns13.94%

Compare Now
Add to Cart Successfully