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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) | ₹11956 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 | -4.73% | -8.74% |
| 6 Month | -5.99% | -12.64% |
| 1 Year | 1.43% | -10.85% |
| 3 Year | 15.9% | 11.67% |
| 5 Year | 15.78% | 19.05% |
SIP Return Analysis
| Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -1.74% | -5.63% |
| 1 Year | 5.9% | -9.76% |
| 3 Year | 10.4% | 3.38% |
| 5 Year | 13.16% | 11.87% |
Rolling Lumpsum Returns
| Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 11.46% | 11.46% |
| 3 Year | 15.2% | 12.59% |
| 5 Year | 17.78% | 11.06% |
Risk Management
| Scheme Name | UTI Mid Cap Fund-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.04% | 15.85% |
| Sharp | 0.73% | 0.56% |
| Beta | 0.96% | 0.98% |
| Alpha | -5.32% | -7.48% |
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 | 10.63 | 29.22 |
| Mid Cap | 64.1 | 59.32 |
| Large Cap | 9.08 | 11.45 |
| Small Cap | 16.19 | - |
Sector Allocation
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 1 | 26.79 |
| Industrials | 18.33 | 16.14 |
| Consumer Cyclical | 15.89 | 1.36 |
| Basic Materials | 10.62 | 8.78 |
| Financial Services | 21.93 | 6.18 |
| Healthcare | 11.02 | 11.2 |
| Technology | 10.48 | 6.93 |
| Real Estate | 3.54 | 0.88 |
| Energy | 1.22 | 5.79 |
| Consumer Defensive | 1.57 | 5.14 |
| Communication Services | 2.38 | 8.62 |
| Utilities | 2.03 | 2.18 |
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