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UTI Mid Cap Fund vs Quant Mid Cap Fund compare
UTI Mid Cap Fund-Growth Option
Quant Mid Cap Fund-Growth
Chart Comparison
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) | ₹11822 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 | -2.67% | -4.53% |
| 6 Month | 13.93% | 6.34% |
| 1 Year | -2.35% | -12.14% |
| 3 Year | 16.15% | 18.76% |
| 5 Year | 23.3% | 28.16% |
SIP Return Analysis
| Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 4.54% | -0.8% |
| 1 Year | 3.46% | -6.73% |
| 3 Year | 14.8% | 11.63% |
| 5 Year | 16.46% | 18.64% |
Rolling Lumpsum Returns
| Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 12.07% | 12.16% |
| 3 Year | 14.7% | 11.85% |
| 5 Year | 17.22% | 10.64% |
Risk Management
| Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.04% | 17.376% |
| Sharp | 0.78% | 0.838% |
| Beta | 0.95% | 0.924% |
| Alpha | -5.2% | 0.658% |
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 | 8.57 | 16.35 |
| Mid Cap | 63.54 | 68.88 |
| Large Cap | 7.36 | 14.76 |
| Small Cap | 20.52 | - |
Sector Allocation
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.64 | 15 |
| Industrials | 16.92 | 14.88 |
| Consumer Cyclical | 18.84 | 3.71 |
| Basic Materials | 12.68 | 9.88 |
| Technology | 9.73 | 6.52 |
| Financial Services | 18.63 | 3.71 |
| Healthcare | 12.51 | 10.48 |
| Real Estate | 3 | - |
| Energy | 0.88 | 11.65 |
| Communication Services | 2.42 | 10.53 |
| Consumer Defensive | 0.87 | 11.53 |
| Utilities | 1.86 | 2.12 |
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