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UTI Mid Cap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹38003 Cr | ₹12050 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 24 Feb 2014 | 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 | 120% | 17% |
| Expense Ratio | 1.58 | 1.77 |
| Manager | Rakesh Shetty | Ankit Agarwal |
| ISIN Code | INF247L01411 | INF789F01810 |
| Exits Load | Motilal Oswal Midcap Fund - 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | -3.03% | -1.81% |
| 6 Month | -0.95% | -0.97% |
| 1 Year | -12.83% | -4.46% |
| 3 Year | 24.38% | 16.02% |
| 5 Year | 28.29% | 18.32% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | -2.56% | - |
| 1 Year | 4.13% | 11.48% |
| 3 Year | 18.77% | 12.96% |
| 5 Year | 23.5% | 14.49% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 16.72% | 11.73% |
| 3 Year | 20.79% | 15.05% |
| 5 Year | 14.82% | 17.73% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 17.71% | 13.04% |
| Sharp | 1.03% | 0.71% |
| Beta | 0.91% | 0.96% |
| Alpha | 3.59% | -5.33% |
Fund Managers
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Ankit Agarwal |
| Total AUM | ₹33886 Cr | ₹13947 Cr |
| Funds Managed | 19 | 3 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 17.44 | 10.59 |
| Mid Cap | 61.87 | 63.82 |
| Large Cap | 20.69 | 8.4 |
| Small Cap | - | 17.19 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 7.52 | 1.77 |
| Healthcare | 1.61 | 10.84 |
| Financial Services | 11.71 | 21.65 |
| Technology | 37.64 | 10.77 |
| Consumer Cyclical | 18.46 | 16.01 |
| Communication Services | 8.74 | 2.31 |
| Industrials | 11.9 | 18.03 |
| Real Estate | 2.43 | 3.34 |
| Basic Materials | - | 11.04 |
| Energy | - | 1.03 |
| Consumer Defensive | - | 1.37 |
| Utilities | - | 1.86 |
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