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UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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tortoise-icon 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) ₹3990 Cr ₹12224 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 -3.42% -2.92%
6 Month 5.71% 6.29%
1 Year -5.7% -4.88%
3 Year 24.28% 17.82%
5 Year 28.45% 24.7%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
6 Month 5.77% 7.87%
1 Year 4.13% 6.44%
3 Year 22.33% 17.03%
5 Year 23.24% 18.04%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
1 Year 15.01% 12.07%
3 Year 24.77% 14.7%
5 Year 24.96% 17.22%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
Standard Deviation 15.91% 13.04%
Sharp 1.34% 1.04%
Beta 0.93% 0.95%
Alpha 0.93% -5.14%

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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 12 8.76
Large Cap 10.24 7.65
Mid Cap 66.18 62.3
Small Cap 11.58 21.28

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

UTI Mid Cap Fund-Growth Option

Others 5.01 2.65
Energy 2.84 1.04
Industrials 16.44 16.48
Financial Services 18.21 18.15
Technology 8.29 9.75
Healthcare 10.32 10.96
Basic Materials 9.23 13.26
Consumer Defensive 7.38 0.8
Utilities 3.16 1.92
Communication Services 3.64 2.69
Consumer Cyclical 14.06 19.15
Real Estate 1.41 3.16

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