UTI Mid Cap Fund vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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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)	₹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

Scheme Name	ITI Mid Cap Fund Regular - Growth	UTI Mid Cap Fund-Growth Option
1 Month	5.77%	7.17%
6 Month	-8.48%	-9.97%
1 Year	3.2%	5.79%
3 Year	23.43%	17.11%
5 Year	-	26.96%

Scheme Name	ITI Mid Cap Fund Regular - Growth	UTI Mid Cap Fund-Growth Option
6 Month	-1.84%	-1.78%
1 Year	-13.62%	-12.88%
3 Year	18.78%	12.37%
5 Year	-	16.03%

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%

Scheme Name	ITI Mid Cap Fund Regular - Growth	UTI Mid Cap Fund-Growth Option
Standard Deviation	15.396%	13.04%
Sharp	0.922%	0.55%
Beta	0.903%	0.93%
Alpha	0.547%	-5.32%

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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

Scheme Name	ITI Mid Cap Fund Regular - Growth	UTI Mid Cap Fund-Growth Option
Others	7.19	2.65
Mid Cap	67.18	67.66
Small Cap	18.11	20.45
Large Cap	7.52	9.24

Scheme Name	ITI Mid Cap Fund Regular - Growth	UTI Mid Cap Fund-Growth Option
Others	5.54	2.65
Utilities	2.37	-
Technology	16.29	-
Industrials	20.88	-
Financial Services	19.06	-
Healthcare	12.55	-
Consumer Cyclical	9.91	-
Basic Materials	5.77	-
Energy	1.88	-
Real Estate	2.04	-
Communication Services	1.44	-
Consumer Defensive	2.29	-
Industrial Products	-	7.54
Retailing	-	3.68
Cement & Cement Products	-	3.02
IT - Services	-	0.96
Finance	-	7.41
Healthcare Services	-	4.76
Pharmaceuticals & Biotechnology	-	7.62
Banks	-	4.66
Electrical Equipment	-	1.89
IT - Software	-	7.25
Consumer Durables	-	7.33
Auto Components	-	9.31
Industrial Manufacturing	-	0.79
Realty	-	3.4
Ferrous Metals	-	0.94
Capital Markets	-	2.45
Transport Services	-	0.51
Automobiles	-	1.04
Fertilizers & Agrochemicals	-	3.31
Insurance	-	3.35
Construction	-	0.73
Aerospace & Defense	-	1.21
Telecom - Services	-	1.45
Chemicals & Petrochemicals	-	3.01
Leisure Services	-	2.31
Financial Technology (Fintech)	-	1.6
Personal Products	-	0.9
Minerals & Mining	-	1.59
Textiles & Apparels	-	1.19
Power	-	0.69
Gas	-	0.9
Commercial Services & Supplies	-	0.55