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 | 3.59% | 5.31% |
6 Month | -0.57% | -1.15% |
1 Year | 1.55% | 6.19% |
3 Year | 22.87% | 20.21% |
5 Year | 29.05% | 28.44% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | 4.43% | 5.12% |
1 Year | -2.4% | -1.44% |
3 Year | 19.56% | 16.7% |
5 Year | 20.61% | 18.41% |
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 | 0.78% | 0.55% |
Beta | 0.91% | 0.93% |
Alpha | -1.76% | -5.32% |
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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 | 7.34 | 2.65 |
Mid Cap | 67.05 | 67.66 |
Small Cap | 17.19 | 20.45 |
Large Cap | 8.42 | 9.24 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 7.34 | 2.65 |
Fertilizers & Agrochemicals | 3.25 | 3.31 |
Industrial Products | 6.41 | 7.54 |
Cement & Cement Products | 3.63 | 3.02 |
Healthcare Services | 1.77 | 4.76 |
Chemicals & Petrochemicals | 1.9 | 3.01 |
Pharmaceuticals & Biotechnology | 12.9 | 7.62 |
Banks | 6.61 | 4.66 |
Realty | 4.46 | 3.4 |
Petroleum Products | 1.5 | - |
Finance | 6.47 | 7.41 |
Telecom - Services | 3.14 | 1.45 |
Electrical Equipment | 2.37 | 1.89 |
Insurance | 5.92 | 3.35 |
Construction | 2.03 | 0.73 |
Gas | 2.11 | 0.9 |
Agricultural, Commercial & Construction Vehicles | 1.11 | - |
Consumer Durables | 2.67 | 7.33 |
IT - Software | 4.45 | 7.25 |
Aerospace & Defense | 1.11 | 1.21 |
Auto Components | 5.71 | 9.31 |
Leisure Services | 3.68 | 2.31 |
Diversified | 0.67 | - |
Agricultural Food & other Products | 1.13 | - |
Transport Infrastructure | 3.43 | - |
Textiles & Apparels | 1.99 | 1.19 |
Transport Services | 0.45 | 0.51 |
Power | 0.69 | 0.69 |
Commercial Services & Supplies | 1.1 | 0.55 |
Retailing | - | 3.68 |
IT - Services | - | 0.96 |
Industrial Manufacturing | - | 0.79 |
Ferrous Metals | - | 0.94 |
Capital Markets | - | 2.45 |
Automobiles | - | 1.04 |
Financial Technology (Fintech) | - | 1.6 |
Personal Products | - | 0.9 |
Minerals & Mining | - | 1.59 |
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