UTI Mid Cap Fund vs Motilal Oswal Midcap Fund compare

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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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	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)	₹33053 Cr	₹12224 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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
1 Month	-2.63%	-2.62%
6 Month	7.84%	8.19%
1 Year	2.04%	-4.18%
3 Year	29.41%	18.06%
5 Year	35.27%	24.98%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
6 Month	5.92%	7.87%
1 Year	2.58%	6.44%
3 Year	26.74%	17.03%
5 Year	29.31%	18.04%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
1 Year	18.18%	12.38%
3 Year	19.42%	14.5%
5 Year	14.18%	16.84%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Standard Deviation	17.92%	13.04%
Sharp	1.43%	1.04%
Beta	0.87%	0.95%
Alpha	6.76%	-5.14%

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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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Others	27.11	8.76
Mid Cap	58.35	62.3
Large Cap	14.54	7.65
Small Cap	-	21.28

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Others	16.63	2.65
Healthcare	4.49	10.96
Technology	33.7	9.75
Consumer Cyclical	17.65	19.15
Industrials	18.11	16.48
Utilities	0	1.92
Real Estate	2.83	3.16
Communication Services	3.99	2.69
Financial Services	2.61	18.15
Basic Materials	0	13.26
Energy	-	1.04
Consumer Defensive	-	0.8