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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) | ₹5043 Cr | ₹11668 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 | -0.25% | -0.42% |
| 6 Month | 14.46% | 16.46% |
| 1 Year | -2.41% | -4.72% |
| 3 Year | 21.53% | 16.85% |
| 5 Year | 24.11% | 22.39% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 2.11% | 1.62% |
| 1 Year | 11.59% | 10.94% |
| 3 Year | 16.99% | 14.68% |
| 5 Year | 18.26% | 15.84% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 16.23% | 11.81% |
| 3 Year | 17.31% | 14.89% |
| 5 Year | 17.35% | 17.55% |
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 | 0.96% | 0.64% |
| Beta | 0.9% | 0.96% |
| Alpha | -0.61% | -5.43% |
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 | 6.45 | 8.99 |
| Mid Cap | 69.73 | 62.37 |
| Small Cap | 15.23 | 20.98 |
| Large Cap | 8.59 | 7.66 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 5.38 | 1.8 |
| Industrials | 19.23 | 17.28 |
| Basic Materials | 12.67 | 12.35 |
| Healthcare | 14.31 | 12.31 |
| Technology | 5.13 | 9.91 |
| Real Estate | 3.86 | 3.06 |
| Energy | 1.37 | 0.84 |
| Communication Services | 3.3 | 2.4 |
| Financial Services | 16.5 | 18.95 |
| Utilities | 2 | 1.89 |
| Consumer Cyclical | 13.97 | 18.38 |
| Consumer Defensive | 2.28 | 0.84 |
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