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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) | ₹6492 Cr | ₹11668 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 | 2.73% | 3.03% |
| 6 Month | 21.9% | 19.17% |
| 1 Year | 1.06% | -5.86% |
| 3 Year | 20.5% | 15.44% |
| 5 Year | 26.79% | 23.32% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 5.92% | 4.79% |
| 1 Year | 17.76% | 11.5% |
| 3 Year | 21.89% | 16.05% |
| 5 Year | 21.22% | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 13.67% | 12.07% |
| 3 Year | 15.45% | 14.7% |
| 5 Year | 15.84% | 17.22% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.46% | 13.04% |
| Sharp | 0.89% | 0.65% |
| Beta | 0.97% | 0.95% |
| Alpha | -0.46% | -4.43% |
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 | 6.03 | 8.57 |
| Mid Cap | 69.66 | 63.54 |
| Small Cap | 17.12 | 20.52 |
| Large Cap | 7.18 | 7.36 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 2.07 | 1.64 |
| Industrials | 21.95 | 16.92 |
| Financial Services | 18.82 | 18.63 |
| Basic Materials | 26.28 | 12.68 |
| Communication Services | 10.54 | 2.42 |
| Healthcare | 2.82 | 12.51 |
| Consumer Cyclical | 10.46 | 18.84 |
| Technology | 0.38 | 9.73 |
| Real Estate | 6.55 | 3 |
| Utilities | 0.13 | 1.86 |
| Energy | - | 0.88 |
| Consumer Defensive | - | 0.87 |
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