UTI Mid Cap Fund vs Quant Mid Cap Fund compare

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UTI Mid Cap Fund-Growth Option

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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)	₹12101 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

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
1 Month	-1.27%	-1.49%
6 Month	1.29%	-3.9%
1 Year	-2.74%	-6.96%
3 Year	15.69%	14.27%
5 Year	19.02%	23.42%

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
6 Month	0.67%	0.05%
1 Year	11.28%	2.29%
3 Year	13.02%	8.65%
5 Year	14.6%	15.21%

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
1 Year	11.73%	11.51%
3 Year	15.05%	12.56%
5 Year	17.73%	11.03%

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
Standard Deviation	15.61%	17.376%
Sharp	0.65%	0.838%
Beta	0.96%	0.924%
Alpha	-5.16%	0.658%

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

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
Others	1.55	26.8
Mid Cap	69.7	62.1
Large Cap	7.13	11.1
Small Cap	21.61	-

Scheme Name	UTI Mid Cap Fund-Growth Option	Quant Mid Cap Fund-Growth
Others	1.55	24.96
Industrial Products	8.52	-
Retailing	2.83	-
Cement & Cement Products	2.94	-
Finance	4.89	-
Pharmaceuticals & Biotechnology	7.85	-
Banks	8.48	-
Electrical Equipment	3.75	-
Chemicals & Petrochemicals	2.61	-
IT - Software	7.34	-
Consumer Durables	8.24	-
Auto Components	8.43	-
Realty	3.32	-
Petroleum Products	1.06	-
Capital Markets	3.07	-
Transport Services	0.86	-
Automobiles	1.48	-
Fertilizers & Agrochemicals	2.59	-
Insurance	3.47	-
Construction	0.75	-
Agricultural Food & other Products	0.67	-
Ferrous Metals	0.24	-
Aerospace & Defense	1.06	-
Telecom - Services	1.38	-
Leisure Services	2.58	-
Healthcare Services	3.19	-
Financial Technology (Fintech)	1.61	-
Personal Products	0.66	-
Minerals & Mining	1.18	-
Textiles & Apparels	1.04	-
Power	1.09	-
Gas	0.78	-
Commercial Services & Supplies	0.48	-
Energy	-	8.6
Financial Services	-	5.87
Industrials	-	16.71
Technology	-	7.58
Healthcare	-	10.37
Communication Services	-	8.72
Consumer Cyclical	-	0.43
Consumer Defensive	-	4.71
Utilities	-	2.22
Basic Materials	-	9
Real Estate	-	0.83