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UTI Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4354 Cr | ₹11125 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 | 1.76 |
| 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 Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | 2.64% | 2.82% |
| 6 Month | -7.28% | -8.9% |
| 1 Year | 2.57% | 4.2% |
| 3 Year | 18.67% | 14.79% |
| 5 Year | 26.63% | 26.26% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | -0.44% | -2.09% |
| 1 Year | -10.32% | -12% |
| 3 Year | 18.08% | 13.8% |
| 5 Year | 20.08% | 17.11% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 17.53% | 13.03% |
| 3 Year | 16.61% | 14.51% |
| 5 Year | 17.03% | 16.13% |
Risk Management
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.05% | 13.04% |
| Sharp | 0.63% | 0.44% |
| Beta | 0.91% | 0.94% |
| Alpha | -1.79% | -5% |
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Fund Managers
| Scheme Name | Tata Mid Cap Growth 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 Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
Market Cap
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 3.85 | 5.95 |
| Mid Cap | 68.81 | 66.08 |
| Small Cap | 19.06 | 20.01 |
| Large Cap | 8.29 | 7.96 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 3.76 | 3.78 |
| Basic Materials | 9.65 | 12.33 |
| Industrials | 21.45 | 13.46 |
| Healthcare | 14.6 | 11.89 |
| Financial Services | 20.91 | 18.85 |
| Real Estate | 4.58 | 3.4 |
| Energy | 1.34 | - |
| Communication Services | 3.12 | 2.63 |
| Utilities | 2.79 | 1.02 |
| Consumer Cyclical | 11.64 | 19.96 |
| Technology | 4.98 | 10.93 |
| Consumer Defensive | 1.2 | 1.73 |
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