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UTI Mid Cap Fund vs Quant Mid Cap Fund compare

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tortoise-icon UTI Mid Cap Fund-Growth Option

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tortoise-icon Quant Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
Fund UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11643 Cr ₹8608 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2005 21 Mar 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 17% %
Expense Ratio 1.77 1.75
Manager Ankit Agarwal Sanjeev Sharma
ISIN Code INF789F01810 INF966L01176
Exits Load UTI Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
1 Month 5% 1.77%
6 Month 1.74% 1.22%
1 Year 4.41% -9.54%
3 Year 23.23% 25.47%
5 Year 27.25% 32.21%

SIP Return Analysis

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
6 Month 13.24% 7.56%
1 Year 11.28% 0.6%
3 Year 19.66% 17.86%
5 Year 19.77% 22.96%

Rolling Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
1 Year 12.38% 12.31%
3 Year 14.5% 11.76%
5 Year 16.84% 10.55%

Risk Management

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 13.04% 17.376%
Sharp 0.83% 0.838%
Beta 0.93% 0.924%
Alpha -4.64% 0.658%

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Fund Managers

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
Name Ankit Agarwal Sanjeev Sharma
Total AUM ₹13947 Cr ₹39731 Cr
Funds Managed 3 22
UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

UTI Mid Cap Fund-Growth Option

Quant Mid Cap Fund-Growth

Others 2.71 10.44
Mid Cap 66.92 70.05
Large Cap 9.47 19.52
Small Cap 20.87 -

Sector Allocation

Scheme Name

UTI Mid Cap Fund-Growth Option

Quant Mid Cap Fund-Growth

Others 2.71 10.44
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 -
Energy - 11.18
Financial Services - 3.93
Technology - 0.67
Industrials - 20.21
Basic Materials - 14.83
Communication Services - 7.08
Consumer Defensive - 13.29
Healthcare - 10.17
Utilities - 1.52
Consumer Cyclical - 6.68

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