- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare
UTI Mid Cap Fund-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11822 Cr | ₹12596 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Aug 2005 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 17% | 45% |
| Expense Ratio | 1.77 | 1.77 |
| Manager | Ankit Agarwal | Ratish Varier |
| ISIN Code | INF789F01810 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.67% | -1.09% |
| 6 Month | 13.93% | 16% |
| 1 Year | -2.35% | 3.93% |
| 3 Year | 16.15% | 22.89% |
| 5 Year | 23.3% | 26.9% |
SIP Return Analysis
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.54% | 5.76% |
| 1 Year | 3.46% | 8.14% |
| 3 Year | 14.8% | 22.22% |
| 5 Year | 16.46% | 22.35% |
Rolling Lumpsum Returns
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.07% | 20.64% |
| 3 Year | 14.7% | 18.9% |
| 5 Year | 17.22% | 18.91% |
Risk Management
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 15.11% |
| Sharp | 0.78% | 1.12% |
| Beta | 0.95% | 0.91% |
| Alpha | -5.2% | 1.10% |
Fund Managers
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Ankit Agarwal | Ratish Varier |
| Total AUM | ₹13947 Cr | ₹12102 Cr |
| Funds Managed | 3 | 3 |
| UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.57 | 8.46 |
| Mid Cap | 63.54 | 66.65 |
| Large Cap | 7.36 | 10.65 |
| Small Cap | 20.52 | 14.24 |
Sector Allocation
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.64 | 5.49 |
| Industrials | 16.92 | 14.27 |
| Consumer Cyclical | 18.84 | 17.91 |
| Basic Materials | 12.68 | 11.06 |
| Technology | 9.73 | 5.61 |
| Financial Services | 18.63 | 19.28 |
| Healthcare | 12.51 | 11.57 |
| Real Estate | 3 | 3.59 |
| Energy | 0.88 | 2.04 |
| Communication Services | 2.42 | 2.32 |
| Consumer Defensive | 0.87 | 4.27 |
| Utilities | 1.86 | 2.59 |
Top Comparisons
Franklin India Small Cap Fund-Growth
3Y Returns22.71%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns20.27%
Franklin India Small Cap Fund-Growth
3Y Returns22.71%
Bandhan Small Cap Fund Regular Growth
3Y Returns29.55%
HDFC Money Market Fund - Growth Option
3Y Returns7.43%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.54%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.59%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.21%
