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UTI Mid Cap Fund vs ITI Mid Cap Fund Regular compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon UTI Mid Cap Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1290 Cr ₹12101 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 -1.15% -1.91%
6 Month 0.26% -1.74%
1 Year -3.18% -5.1%
3 Year 21.9% 15.52%
5 Year - 18.62%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
6 Month 3.3% 0.67%
1 Year 15.91% 11.28%
3 Year 18.63% 13.02%
5 Year - 14.6%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
1 Year 11.69% 11.73%
3 Year 23.19% 15.05%
5 Year - 17.73%

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 13.23 10.59
Mid Cap 62.64 63.82
Large Cap 9.39 8.4
Small Cap 14.75 17.19

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

UTI Mid Cap Fund-Growth Option
Others 2.97 1.77
Financial Services 24.97 21.65
Consumer Cyclical 10.09 16.01
Technology 12.62 10.77
Industrials 21.15 18.03
Healthcare 10.87 10.84
Basic Materials 10.96 11.04
Energy 0.8 1.03
Utilities 1.13 1.86
Consumer Defensive 2.83 1.37
Real Estate 0 3.34
Communication Services 1.62 2.31

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