UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare

UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare

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Mahindra Manulife Mid Cap Fund - Regular Plan - 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	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Fund	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3994 Cr	₹11666 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Jan 2018	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	116%	17%
Expense Ratio	1.88	1.77
Manager	Abhinav Khandelwal	Ankit Agarwal
ISIN Code	INF174V01473	INF789F01810
Exits Load	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Month	4.48%	4.75%
6 Month	9.04%	11.66%
1 Year	1.71%	1.73%
3 Year	24.18%	17.31%
5 Year	27.7%	22.67%

SIP Return Analysis

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
6 Month	1.83%	1.57%
1 Year	10.32%	11.6%
3 Year	19.67%	15.18%
5 Year	21.18%	16.23%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Year	13.81%	11.81%
3 Year	24.35%	14.89%
5 Year	25.31%	17.55%

Risk Management

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Standard Deviation	15.31%	13.04%
Sharp	1.00%	0.64%
Beta	0.94%	0.96%
Alpha	0.61%	-5.43%

Fund Managers

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Name	Abhinav Khandelwal	Ankit Agarwal
Total AUM	₹5522 Cr	₹13947 Cr
Funds Managed	5	3
	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option

Market Cap

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Others	13.17	9.58
Mid Cap	67.48	62.94
Large Cap	9.78	8.14
Small Cap	9.57	19.35

Sector Allocation

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Others	3.95	2.29
Industrials	19.55	18.62
Financial Services	18.36	19.8
Technology	7.06	9.8
Healthcare	15.04	11.09
Energy	1.29	1.03
Basic Materials	7.91	11.73
Consumer Defensive	4.93	0.93
Utilities	3	1.9
Communication Services	3.04	2.28
Consumer Cyclical	14.26	17.41
Real Estate	1.61	3.12

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