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) | ₹1095 Cr | ₹11125 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 | 1.76 |
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 | 2.5% | 3.43% |
6 Month | -6.67% | -8.06% |
1 Year | 2.68% | 5.34% |
3 Year | 22.47% | 15.05% |
5 Year | - | 26.96% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -0.6% | -2.09% |
1 Year | -11.45% | -12% |
3 Year | 21.29% | 13.8% |
5 Year | - | 17.11% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 18.59% | 13.03% |
3 Year | 23.23% | 14.51% |
5 Year | - | 16.13% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 15.396% | 13.04% |
Sharp | 0.922% | 0.44% |
Beta | 0.903% | 0.94% |
Alpha | 0.547% | -5% |
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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 | 7.19 | 5.95 |
Mid Cap | 67.18 | 66.08 |
Small Cap | 18.11 | 20.01 |
Large Cap | 7.52 | 7.96 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 5.54 | 3.78 |
Utilities | 2.37 | 1.02 |
Technology | 16.29 | 10.93 |
Industrials | 20.88 | 13.46 |
Financial Services | 19.06 | 18.85 |
Healthcare | 12.55 | 11.89 |
Consumer Cyclical | 9.91 | 19.96 |
Basic Materials | 5.77 | 12.33 |
Energy | 1.88 | - |
Real Estate | 2.04 | 3.4 |
Communication Services | 1.44 | 2.63 |
Consumer Defensive | 2.29 | 1.73 |
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