UTI Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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UTI Mid Cap Fund-Growth Option

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Sundaram Mid Cap Fund Regular Plan - 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	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)	₹11666 Cr	₹12585 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

Scheme Name	UTI Mid Cap Fund-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	1.03%	1.89%
6 Month	11.13%	13.54%
1 Year	-1.19%	4.01%
3 Year	16.03%	23.61%
5 Year	21.54%	26.03%

Scheme Name	UTI Mid Cap Fund-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	2.9%	5.34%
1 Year	13.83%	20.21%
3 Year	15.34%	23.09%
5 Year	16.08%	22.46%

Scheme Name	UTI Mid Cap Fund-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	11.81%	20.33%
3 Year	14.89%	19.02%
5 Year	17.55%	18.97%

Scheme Name	UTI Mid Cap Fund-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	13.04%	15.06%
Sharp	0.64%	1.09%
Beta	0.96%	0.93%
Alpha	-5.43%	1.50%

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

Scheme Name	UTI Mid Cap Fund-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	2.29	6.89
Mid Cap	69.21	67.99
Large Cap	6.77	10.91
Small Cap	21.74	14.22

Scheme Name	UTI Mid Cap Fund-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	2.29	3.87
Industrial Products	8.53	-
Retailing	3.49	-
Cement & Cement Products	3.15	-
Finance	5.57	-
Pharmaceuticals & Biotechnology	8.08	-
Banks	6.97	-
Electrical Equipment	3.72	-
Chemicals & Petrochemicals	2.37	-
IT - Software	7.06	-
Consumer Durables	8.15	-
Auto Components	8.62	-
Realty	3.13	-
Petroleum Products	1.03	-
Capital Markets	2.95	-
Transport Services	0.86	-
Automobiles	1.52	-
Fertilizers & Agrochemicals	2.67	-
Insurance	3.41	-
Construction	0.81	-
Agricultural Food & other Products	0.24	-
Aerospace & Defense	1.04	-
Telecom - Services	1.28	-
Leisure Services	2.79	-
Healthcare Services	2.99	-
Financial Technology (Fintech)	1.6	-
Personal Products	0.69	-
Minerals & Mining	1.51	-
Textiles & Apparels	1.06	-
Power	1.04	-
Gas	0.86	-
Commercial Services & Supplies	0.53	-
Financial Services	-	19.58
Basic Materials	-	10.47
Healthcare	-	11.72
Technology	-	5.48
Industrials	-	14.8
Consumer Cyclical	-	17.35
Real Estate	-	3.58
Energy	-	2.16
Communication Services	-	2.15
Consumer Defensive	-	6.31
Utilities	-	2.52