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) | ₹11125 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 | 1.76 | 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 | 3.43% | 4.22% |
6 Month | -8.06% | -6.16% |
1 Year | 5.34% | -7.13% |
3 Year | 15.03% | 18.76% |
5 Year | 26.94% | 33.3% |
SIP Return Analysis
Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | -2.09% | 0.76% |
1 Year | -12% | -13.39% |
3 Year | 13.8% | 17.05% |
5 Year | 17.11% | 23.36% |
Rolling Lumpsum Returns
Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 13.03% | 12.53% |
3 Year | 14.51% | 11.62% |
5 Year | 16.13% | 10.43% |
Risk Management
Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.04% | 17.376% |
Sharp | 0.44% | 0.838% |
Beta | 0.94% | 0.924% |
Alpha | -5% | 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 | 5.95 | 10.44 |
Mid Cap | 66.08 | 70.05 |
Large Cap | 7.96 | 19.52 |
Small Cap | 20.01 | - |
Sector Allocation
Scheme Name |
UTI Mid Cap Fund-Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 3.78 | 10.44 |
Industrials | 13.46 | 20.21 |
Consumer Cyclical | 19.96 | 6.68 |
Basic Materials | 12.33 | 14.83 |
Technology | 10.93 | 0.67 |
Financial Services | 18.85 | 3.93 |
Healthcare | 11.89 | 10.17 |
Real Estate | 3.4 | - |
Utilities | 1.02 | 1.52 |
Communication Services | 2.63 | 7.08 |
Consumer Defensive | 1.73 | 13.29 |
Energy | - | 11.18 |
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