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UTI Mid Cap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1224 Cr | ₹11822 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 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 | % | 17% |
| Expense Ratio | 2.06 | 1.77 |
| Manager | Rohan Korde | Ankit Agarwal |
| ISIN Code | INF00XX01895 | INF789F01810 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - 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 | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | -0.78% | -0.82% |
| 6 Month | 14.56% | 15.54% |
| 1 Year | -5.09% | -2.26% |
| 3 Year | 22.55% | 17.14% |
| 5 Year | - | 23.28% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 2.72% | 4.54% |
| 1 Year | 1% | 3.46% |
| 3 Year | 19.17% | 14.8% |
| 5 Year | - | 16.46% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 15.76% | 12.07% |
| 3 Year | 23.51% | 14.7% |
| 5 Year | - | 17.22% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 16.28% | 13.04% |
| Sharp | 1.00% | 0.78% |
| Beta | 0.98% | 0.95% |
| Alpha | -0.74% | -5.2% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Name | Rohan Korde | Ankit Agarwal |
| Total AUM | ₹4626 Cr | ₹13947 Cr |
| Funds Managed | 10 | 3 |
| ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 8.68 | 8.57 |
| Small Cap | 18.56 | 20.52 |
| Mid Cap | 64.71 | 63.54 |
| Large Cap | 8.04 | 7.36 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 2.7 | 1.64 |
| Technology | 10.74 | 9.73 |
| Financial Services | 23.99 | 18.63 |
| Consumer Cyclical | 8.36 | 18.84 |
| Healthcare | 11.33 | 12.51 |
| Industrials | 21.78 | 16.92 |
| Basic Materials | 9.25 | 12.68 |
| Energy | 0.95 | 0.88 |
| Utilities | 3.61 | 1.86 |
| Consumer Defensive | 3.29 | 0.87 |
| Real Estate | 2.36 | 3 |
| Communication Services | 1.64 | 2.42 |
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