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) | ₹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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