Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

UTI Mid Cap Fund vs Quant Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon UTI Mid Cap Fund-Growth Option

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

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) ₹11666 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 -1.35% -0.31%
6 Month 12.32% 1.55%
1 Year -4.15% -10.46%
3 Year 16.76% 17.63%
5 Year 22.55% 27.44%

SIP Return Analysis

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
6 Month 0.7% -1.74%
1 Year 9.79% -0.63%
3 Year 14.54% 10.23%
5 Year 15.88% 16.99%

Rolling Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
1 Year 11.81% 12.08%
3 Year 14.89% 11.93%
5 Year 17.55% 10.71%

Risk Management

Scheme Name UTI Mid Cap Fund-Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 13.04% 17.376%
Sharp 0.64% 0.838%
Beta 0.96% 0.924%
Alpha -5.43% 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 9.58 22.84
Mid Cap 62.94 61.87
Large Cap 8.14 15.28
Small Cap 19.35 -

Sector Allocation

Scheme Name

UTI Mid Cap Fund-Growth Option

Quant Mid Cap Fund-Growth
Others 2.29 20.84
Industrials 18.62 16.36
Consumer Cyclical 17.41 0.44
Basic Materials 11.73 9.06
Financial Services 19.8 7.99
Healthcare 11.09 11.07
Technology 9.8 6.91
Real Estate 3.12 -
Energy 1.03 9.91
Consumer Defensive 0.93 4.71
Communication Services 2.28 10.5
Utilities 1.9 2.2

Top Comparisons

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns5.18%

Compare Now

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.89%

VS

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns6.97%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.16%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.87%

Compare Now

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns7.5%

VS

Mirae Asset Money Market Fund Regular Growth Mirae Asset Money Market Fund Regular Growth

3Y Returns7.19%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully