UTI Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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Tata Mid Cap Fund Regular Plan- Growth Option

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UTI Mid Cap Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
1 Month	0.34%	-1.27%
6 Month	6.27%	1.29%
1 Year	1.74%	-2.74%
3 Year	20.46%	15.69%
5 Year	21.34%	19.02%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
6 Month	3.37%	0.67%
1 Year	17.06%	11.28%
3 Year	16.81%	13.02%
5 Year	18.08%	14.6%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
1 Year	15.85%	11.73%
3 Year	17.59%	15.05%
5 Year	17.48%	17.73%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
Standard Deviation	13.05%	13.04%
Sharp	1.02%	0.71%
Beta	0.9%	0.96%
Alpha	-0.5%	-5.33%

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

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
Others	4.61	1.55
Mid Cap	69.06	69.7
Large Cap	10.99	7.13
Small Cap	15.34	21.61

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	UTI Mid Cap Fund-Growth Option
Others	4.61	1.55
Industrial Products	6.8	8.52
Cement & Cement Products	4	2.94
Healthcare Services	3.08	3.19
Chemicals & Petrochemicals	2.9	2.61
IT - Software	4.87	7.34
Realty	3.28	3.32
Petroleum Products	1.62	1.06
Pharmaceuticals & Biotechnology	11.62	7.85
Telecom - Services	3.27	1.38
Finance	5.72	4.89
Electrical Equipment	2.23	3.75
Banks	8.2	8.48
Insurance	4.46	3.47
Agricultural Food & other Products	3.15	0.67
Construction	0.84	0.75
Gas	1.44	0.78
Agricultural, Commercial & Construction Vehicles	1.07	-
Consumer Durables	3.29	8.24
Aerospace & Defense	1.29	1.06
Auto Components	7.18	8.43
Leisure Services	2.79	2.58
Diversified	0.59	-
Fertilizers & Agrochemicals	4.01	2.59
Transport Infrastructure	2.91	-
Ferrous Metals	1.01	0.24
Textiles & Apparels	1.75	1.04
Transport Services	0.69	0.86
Power	0.5	1.09
Commercial Services & Supplies	0.83	0.48
Retailing	-	2.83
Capital Markets	-	3.07
Automobiles	-	1.48
Financial Technology (Fintech)	-	1.61
Personal Products	-	0.66
Minerals & Mining	-	1.18