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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) | ₹12050 Cr | ₹13345 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 | -1.4% | -1.27% |
| 6 Month | 2.44% | 6.79% |
| 1 Year | -2.05% | 2.48% |
| 3 Year | 16.18% | 23.39% |
| 5 Year | 18.4% | 22.98% |
SIP Return Analysis
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.86% | 0.96% |
| 1 Year | 8.44% | 14.3% |
| 3 Year | 12.67% | 20.05% |
| 5 Year | 14.6% | 20.97% |
Rolling Lumpsum Returns
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.66% | 20.02% |
| 3 Year | 15.1% | 19.49% |
| 5 Year | 17.78% | 19.08% |
Risk Management
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 13.35% |
| Sharp | 0.71% | 1.14% |
| Beta | 0.96% | 0.93% |
| Alpha | -5.33% | 1.35% |
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 | 10.59 | 9.41 |
| Mid Cap | 63.82 | 67.5 |
| Large Cap | 8.4 | 10.07 |
| Small Cap | 17.19 | 13.03 |
Sector Allocation
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.77 | 5.74 |
| Industrials | 18.03 | 14.16 |
| Consumer Cyclical | 16.01 | 15.93 |
| Basic Materials | 11.04 | 9.51 |
| Financial Services | 21.65 | 21.47 |
| Healthcare | 10.84 | 10.33 |
| Technology | 10.77 | 6.13 |
| Real Estate | 3.34 | 3.71 |
| Energy | 1.03 | 2.11 |
| Consumer Defensive | 1.37 | 6.1 |
| Communication Services | 2.31 | 2.49 |
| Utilities | 1.86 | 2.32 |
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