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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) | ₹1201 Cr | ₹11668 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 | 3.68% | 3.73% |
| 6 Month | 17.77% | 20.47% |
| 1 Year | -5.98% | -4.75% |
| 3 Year | 21.79% | 16.59% |
| 5 Year | - | 22.38% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 3.31% | 4.79% |
| 1 Year | 8.89% | 11.5% |
| 3 Year | 20.08% | 16.05% |
| 5 Year | - | 16.85% |
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 | 16.30% | 13.04% |
| Sharp | 0.83% | 0.65% |
| Beta | 0.97% | 0.95% |
| Alpha | -0.89% | -4.43% |
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 | 12.28 | 8.99 |
| Small Cap | 17.05 | 20.98 |
| Mid Cap | 60.63 | 62.37 |
| Large Cap | 10.04 | 7.66 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 3.83 | 1.8 |
| Technology | 10.76 | 9.91 |
| Financial Services | 26.05 | 18.95 |
| Consumer Cyclical | 10.75 | 18.38 |
| Healthcare | 11.35 | 12.31 |
| Industrials | 19.75 | 17.28 |
| Basic Materials | 7.68 | 12.35 |
| Energy | 1 | 0.84 |
| Utilities | 2.81 | 1.89 |
| Consumer Defensive | 3.3 | 0.84 |
| Real Estate | 1.12 | 3.06 |
| Communication Services | 1.61 | 2.4 |
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