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) | ₹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 | 7.71% | 7.06% |
6 Month | -1.74% | 1.19% |
1 Year | 8.47% | 14% |
3 Year | 20.73% | 28.11% |
5 Year | 28.04% | 30.96% |
SIP Return Analysis
Scheme Name | UTI Mid Cap Fund-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -1.78% | -0.78% |
1 Year | -12.88% | -6.93% |
3 Year | 12.37% | 20.41% |
5 Year | 16.03% | 21.76% |
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 | 0.55% | 0.764% |
Beta | 0.93% | 0.915% |
Alpha | -5.32% | 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 | 2.65 | 6.38 |
Mid Cap | 67.66 | 65.33 |
Large Cap | 9.24 | 15.27 |
Small Cap | 20.45 | 13.03 |
Sector Allocation
Scheme Name |
UTI Mid Cap Fund-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.65 | 5.37 |
Industrial Products | 7.54 | - |
Retailing | 3.68 | - |
Cement & Cement Products | 3.02 | - |
IT - Services | 0.96 | - |
Finance | 7.41 | - |
Healthcare Services | 4.76 | - |
Pharmaceuticals & Biotechnology | 7.62 | - |
Banks | 4.66 | - |
Electrical Equipment | 1.89 | - |
IT - Software | 7.25 | - |
Consumer Durables | 7.33 | - |
Auto Components | 9.31 | - |
Industrial Manufacturing | 0.79 | - |
Realty | 3.4 | - |
Ferrous Metals | 0.94 | - |
Capital Markets | 2.45 | - |
Transport Services | 0.51 | - |
Automobiles | 1.04 | - |
Fertilizers & Agrochemicals | 3.31 | - |
Insurance | 3.35 | - |
Construction | 0.73 | - |
Aerospace & Defense | 1.21 | - |
Telecom - Services | 1.45 | - |
Chemicals & Petrochemicals | 3.01 | - |
Leisure Services | 2.31 | - |
Financial Technology (Fintech) | 1.6 | - |
Personal Products | 0.9 | - |
Minerals & Mining | 1.59 | - |
Textiles & Apparels | 1.19 | - |
Power | 0.69 | - |
Gas | 0.9 | - |
Commercial Services & Supplies | 0.55 | - |
Industrials | - | 14.82 |
Healthcare | - | 11.03 |
Basic Materials | - | 9.99 |
Consumer Cyclical | - | 18.88 |
Real Estate | - | 3.43 |
Energy | - | 1.7 |
Financial Services | - | 19.52 |
Communication Services | - | 3.32 |
Consumer Defensive | - | 3.4 |
Utilities | - | 2.1 |
Technology | - | 6.45 |
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