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UTI Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Fund | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹5283 Cr | ₹12101 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Mar 2004 | 01 Aug 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 69.98% | 17% |
| Expense Ratio | 1.87 | 1.77 |
| Manager | Satish Chandra Mishra | Ankit Agarwal |
| ISIN Code | INF277K01626 | INF789F01810 |
| Exits Load | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI 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 | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | 4.05% | 2.05% |
| 6 Month | 9.87% | 7.23% |
| 1 Year | 7.24% | 4.59% |
| 3 Year | 21.44% | 16.86% |
| 5 Year | 23.3% | 21.06% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 3.49% | 0.86% |
| 1 Year | 17.7% | 12.46% |
| 3 Year | 18.01% | 14.39% |
| 5 Year | 18.73% | 15.49% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 16.03% | 11.83% |
| 3 Year | 17.48% | 15.01% |
| 5 Year | 17.45% | 17.7% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.05% | 13.04% |
| Sharp | 1.01% | 0.71% |
| Beta | 0.9% | 0.96% |
| Alpha | -0.72% | -5.39% |
Fund Managers
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Name | Satish Chandra Mishra | Ankit Agarwal |
| Total AUM | ₹13117 Cr | ₹13947 Cr |
| Funds Managed | 5 | 3 |
| Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
Market Cap
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 5.89 | 9.08 |
| Mid Cap | 70.5 | 63.38 |
| Small Cap | 14.88 | 19.43 |
| Large Cap | 8.73 | 8.11 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 4.66 | 1.55 |
| Industrials | 19.77 | 18.7 |
| Basic Materials | 11.95 | 11.66 |
| Healthcare | 14.95 | 11.04 |
| Technology | 4.69 | 9.92 |
| Real Estate | 3.8 | 3.32 |
| Energy | 1.58 | 1.06 |
| Communication Services | 3.11 | 2.41 |
| Financial Services | 16.6 | 20.79 |
| Consumer Defensive | 3.17 | 1.33 |
| Utilities | 1.97 | 1.87 |
| Consumer Cyclical | 13.75 | 16.34 |
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