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UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
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) | ₹4260 Cr | ₹12050 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 | 3.23% | 1.53% |
| 6 Month | 2.77% | 0.47% |
| 1 Year | 4.31% | 1.63% |
| 3 Year | 25.35% | 17.95% |
| 5 Year | 23.08% | 17.4% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 3.78% | 1.62% |
| 1 Year | 15.66% | 12.66% |
| 3 Year | 17.54% | 12.88% |
| 5 Year | 19.72% | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 11.21% | 11.55% |
| 3 Year | 24.05% | 15.19% |
| 5 Year | 25.54% | 17.81% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.84% | 13.04% |
| Sharp | 1.09% | 0.71% |
| Beta | 0.95% | 0.96% |
| Alpha | 0.59% | -5.33% |
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 | 15.04 | 10.59 |
| Mid Cap | 67 | 63.82 |
| Small Cap | 11.16 | 17.19 |
| Large Cap | 6.79 | 8.4 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 2.56 | 1.77 |
| Industrials | 19.51 | 18.03 |
| Financial Services | 25.82 | 21.65 |
| Healthcare | 12.65 | 10.84 |
| Technology | 6.6 | 10.77 |
| Basic Materials | 7.65 | 11.04 |
| Consumer Defensive | 4.65 | 1.37 |
| Utilities | 2.73 | 1.86 |
| Communication Services | 3.05 | 2.31 |
| Consumer Cyclical | 11.94 | 16.01 |
| Energy | 1.21 | 1.03 |
| Real Estate | 1.62 | 3.34 |
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