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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) | ₹12101 Cr | ₹13236 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 | 1.46% | 2.3% |
| 6 Month | 5.7% | 8.19% |
| 1 Year | 4.48% | 9.64% |
| 3 Year | 17.46% | 25.06% |
| 5 Year | 20.74% | 25.26% |
SIP Return Analysis
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.86% | 3.28% |
| 1 Year | 12.46% | 18.5% |
| 3 Year | 14.39% | 21.89% |
| 5 Year | 15.49% | 21.73% |
Rolling Lumpsum Returns
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.83% | 20.21% |
| 3 Year | 15.01% | 19.35% |
| 5 Year | 17.7% | 19.04% |
Risk Management
| Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.04% | 15.06% |
| Sharp | 0.71% | 1.09% |
| Beta | 0.96% | 0.93% |
| Alpha | -5.39% | 1.50% |
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 | 9.08 | 9.45 |
| Mid Cap | 63.38 | 67.27 |
| Large Cap | 8.11 | 10.28 |
| Small Cap | 19.43 | 13.01 |
Sector Allocation
| Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.55 | 6.72 |
| Industrials | 18.7 | 14.56 |
| Consumer Cyclical | 16.34 | 16.05 |
| Basic Materials | 11.66 | 9.54 |
| Financial Services | 20.79 | 20.32 |
| Healthcare | 11.04 | 10.39 |
| Technology | 9.92 | 5.69 |
| Real Estate | 3.32 | 3.78 |
| Energy | 1.06 | 2.21 |
| Consumer Defensive | 1.33 | 6.08 |
| Communication Services | 2.41 | 2.21 |
| Utilities | 1.87 | 2.46 |
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