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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) | ₹1309 Cr | ₹12050 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 | 1.08% | -1.81% |
| 6 Month | 3.6% | -1.22% |
| 1 Year | 4.07% | -0.35% |
| 3 Year | 24.81% | 17.3% |
| 5 Year | - | 18.17% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 5.04% | 0.55% |
| 1 Year | 18.72% | 9.75% |
| 3 Year | 19.12% | 12.33% |
| 5 Year | - | 14.38% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 11.69% | 11.66% |
| 3 Year | 23.19% | 15.1% |
| 5 Year | - | 17.78% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 16.34% | 13.04% |
| Sharp | 0.96% | 0.71% |
| Beta | 1.00% | 0.96% |
| Alpha | -0.38% | -5.33% |
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 | 12.43 | 10.59 |
| Mid Cap | 62 | 63.82 |
| Large Cap | 9.57 | 8.4 |
| Small Cap | 15.99 | 17.19 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 2.03 | 1.77 |
| Financial Services | 25.98 | 21.65 |
| Consumer Cyclical | 11.26 | 16.01 |
| Technology | 13.12 | 10.77 |
| Industrials | 19.75 | 18.03 |
| Healthcare | 11.7 | 10.84 |
| Basic Materials | 10.73 | 11.04 |
| Energy | 0.73 | 1.03 |
| Consumer Defensive | 1.97 | 1.37 |
| Communication Services | 1.63 | 2.31 |
| Utilities | 1.11 | 1.86 |
| Real Estate | - | 3.34 |
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