- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹34749 Cr | ₹11666 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 | 4.06% | 3.33% |
| 6 Month | 9.95% | 11.13% |
| 1 Year | 1.03% | 1.36% |
| 3 Year | 25.69% | 16.68% |
| 5 Year | 32.77% | 22.54% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | -2% | -0.8% |
| 1 Year | 0.23% | 6.11% |
| 3 Year | 20.41% | 12.54% |
| 5 Year | 24.75% | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 17.24% | 11.81% |
| 3 Year | 20.42% | 14.89% |
| 5 Year | 14.63% | 17.55% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 17.60% | 13.04% |
| Sharp | 0.95% | 0.64% |
| Beta | 0.89% | 0.96% |
| Alpha | 2.81% | -5.43% |
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 | 18.03 | 9.58 |
| Mid Cap | 59.27 | 62.94 |
| Large Cap | 22.7 | 8.14 |
| Small Cap | - | 19.35 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 8.99 | 2.29 |
| Healthcare | 1.69 | 11.09 |
| Technology | 39.79 | 9.8 |
| Industrials | 16.82 | 18.62 |
| Consumer Cyclical | 23.94 | 17.41 |
| Communication Services | 3.22 | 2.28 |
| Financial Services | 3.15 | 19.8 |
| Real Estate | 2.39 | 3.12 |
| Basic Materials | - | 11.73 |
| Energy | - | 1.03 |
| Consumer Defensive | - | 0.93 |
| Utilities | - | 1.9 |
Top Comparisons
ICICI Prudential Commodities Fund - Growth Option
3Y Returns20.08%
ICICI Prudential Quant Fund Growth
3Y Returns17.02%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.54%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.54%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns16.89%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.99%
