Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Mid Cap Fund vs ITI Mid Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Mid Cap Fund Regular - Growth

Invest Now

tortoise-icon UTI Mid Cap Fund-Growth Option

Invest Now

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) ₹1201 Cr ₹11666 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 2.52% 1.08%
6 Month 8.09% 9.09%
1 Year 2.52% -0.43%
3 Year 23.19% 16.94%
5 Year - 22.26%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
6 Month 3% 1.57%
1 Year 13.71% 11.6%
3 Year 20.39% 15.18%
5 Year - 16.23%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
1 Year 11.69% 11.81%
3 Year 23.19% 14.89%
5 Year - 17.55%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth UTI Mid Cap Fund-Growth Option
Standard Deviation 16.24% 13.04%
Sharp 0.87% 0.64%
Beta 0.98% 0.96%
Alpha -1.12% -5.43%

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 10.07 9.58
Mid Cap 62.06 62.94
Large Cap 9.11 8.14
Small Cap 18.75 19.35

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

UTI Mid Cap Fund-Growth Option
Others 1.77 2.29
Financial Services 22.11 19.8
Consumer Cyclical 10.2 17.41
Technology 12.5 9.8
Industrials 21.12 18.62
Healthcare 12.04 11.09
Basic Materials 9.34 11.73
Energy 1.13 1.03
Utilities 2.93 1.9
Consumer Defensive 4.31 0.93
Real Estate 1.07 3.12
Communication Services 1.47 2.28

Top Comparisons

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

3Y Returns0%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns19.97%

Compare Now

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.99%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns7.04%

Compare Now

Kotak Arbitrage Fund - Growth Kotak Arbitrage Fund - Growth

3Y Returns7.21%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns7.12%

Compare Now

HDFC Focused Fund - GROWTH PLAN HDFC Focused Fund - GROWTH PLAN

3Y Returns22.57%

VS

Axis Focused Fund - Regular Plan - Growth Option Axis Focused Fund - Regular Plan - Growth Option

3Y Returns11.88%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully