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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) | ₹34780 Cr | ₹11668 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 | 3.08% | 2.58% |
| 6 Month | 18.34% | 20.1% |
| 1 Year | -1.75% | -6.26% |
| 3 Year | 25.57% | 15.28% |
| 5 Year | 32.72% | 22.22% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 6.82% | 4.79% |
| 1 Year | 11.17% | 11.5% |
| 3 Year | 26.59% | 16.05% |
| 5 Year | 28.66% | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 17.59% | 12.07% |
| 3 Year | 19.99% | 14.7% |
| 5 Year | 14.42% | 17.22% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 17.40% | 13.04% |
| Sharp | 1.11% | 0.65% |
| Beta | 0.86% | 0.95% |
| Alpha | 6.74% | -4.43% |
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 | 12.4 | 8.57 |
| Mid Cap | 63.22 | 63.54 |
| Large Cap | 24.39 | 7.36 |
| Small Cap | - | 20.52 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 2.61 | 1.64 |
| Healthcare | 3.21 | 12.51 |
| Technology | 37.96 | 9.73 |
| Industrials | 20.24 | 16.92 |
| Consumer Cyclical | 26.86 | 18.84 |
| Communication Services | 3.34 | 2.42 |
| Financial Services | 3.2 | 18.63 |
| Real Estate | 2.58 | 3 |
| Basic Materials | - | 12.68 |
| Energy | - | 0.88 |
| Consumer Defensive | - | 0.87 |
| Utilities | - | 1.86 |
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