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

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tortoise-icon UTI Mid Cap Fund-Growth Option

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tortoise-icon 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) ₹11125 Cr ₹11638 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 1.76 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 2.82% 3.02%
6 Month -8.9% -5.98%
1 Year 4.2% 10.38%
3 Year 14.79% 22.14%
5 Year 26.26% 28.64%

SIP Return Analysis

Scheme Name UTI Mid Cap Fund-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -2.09% -0.12%
1 Year -12% -5.04%
3 Year 13.8% 22.46%
5 Year 17.11% 23.06%

Rolling Lumpsum Returns

Scheme Name UTI Mid Cap Fund-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 13.03% 21.47%
3 Year 14.51% 18.34%
5 Year 16.13% 18.67%

Risk Management

Scheme Name UTI Mid Cap Fund-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.04% 16.453%
Sharp 0.44% 0.764%
Beta 0.94% 0.915%
Alpha -5% 0.528%

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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 5.95 6.38
Mid Cap 66.08 65.33
Large Cap 7.96 15.27
Small Cap 20.01 13.03

Sector Allocation

Scheme Name

UTI Mid Cap Fund-Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.78 5.37
Industrials 13.46 14.82
Consumer Cyclical 19.96 18.88
Basic Materials 12.33 9.99
Technology 10.93 6.45
Financial Services 18.85 19.52
Healthcare 11.89 11.03
Real Estate 3.4 3.43
Utilities 1.02 2.1
Communication Services 2.63 3.32
Consumer Defensive 1.73 3.4
Energy - 1.7

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