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)	₹24488 Cr	₹11125 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	1.76
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	1.63%	6.4%
6 Month	-12.12%	-3.83%
1 Year	10.77%	3.56%
3 Year	35.19%	22.92%
5 Year	36.55%	27.2%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
6 Month	6.6%	11.52%
1 Year	1.44%	7.53%
3 Year	27.88%	18.35%
5 Year	30.19%	19.1%

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	18.728%	13.04%
Sharp	1.047%	0.83%
Beta	0.892%	0.93%
Alpha	7.885%	-4.64%

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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	23.08	2.71
Mid Cap	69.66	66.92
Large Cap	7.25	9.47
Small Cap	-	20.87

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Others	23.08	2.71
Healthcare	5	-
Technology	34.02	-
Consumer Cyclical	16.09	-
Industrials	11.09	-
Utilities	2.06	-
Real Estate	2.8	-
Communication Services	3.44	-
Basic Materials	2.32	-
Financial Services	0.09	-
Industrial Products	-	7.71
Retailing	-	3.65
Cement & Cement Products	-	3.09
IT - Services	-	0.76
Finance	-	6.82
Healthcare Services	-	4.5
Pharmaceuticals & Biotechnology	-	7.19
Banks	-	4.54
Electrical Equipment	-	2.65
Chemicals & Petrochemicals	-	3.58
IT - Software	-	6.93
Consumer Durables	-	7.16
Auto Components	-	8.96
Industrial Manufacturing	-	0.69
Realty	-	3.38
Petroleum Products	-	0.96
Capital Markets	-	2.82
Transport Services	-	0.62
Automobiles	-	1.13
Fertilizers & Agrochemicals	-	2.97
Insurance	-	3.26
Construction	-	0.78
Aerospace & Defense	-	1.12
Telecom - Services	-	1.63
Leisure Services	-	2.56
Financial Technology (Fintech)	-	1.59
Personal Products	-	0.98
Minerals & Mining	-	1.5
Textiles & Apparels	-	1.24
Power	-	0.92
Gas	-	0.97
Commercial Services & Supplies	-	0.6