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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) | ₹4984 Cr | ₹11822 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 | -2.87% | -2.67% |
| 6 Month | 13.58% | 13.93% |
| 1 Year | -1.75% | -2.35% |
| 3 Year | 20.07% | 16.15% |
| 5 Year | 25.05% | 23.3% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 4.12% | 4.54% |
| 1 Year | 4.1% | 3.46% |
| 3 Year | 17.43% | 14.8% |
| 5 Year | 18.82% | 16.46% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 16.58% | 12.07% |
| 3 Year | 17.11% | 14.7% |
| 5 Year | 17.28% | 17.22% |
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 | 1.05% | 0.78% |
| Beta | 0.9% | 0.95% |
| Alpha | -1.2% | -5.2% |
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 | 5.6 | 8.57 |
| Mid Cap | 69.81 | 63.54 |
| Small Cap | 15.99 | 20.52 |
| Large Cap | 8.59 | 7.36 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 5.6 | 1.64 |
| Industrials | 19.74 | 16.92 |
| Basic Materials | 13.11 | 12.68 |
| Healthcare | 14.69 | 12.51 |
| Real Estate | 3.98 | 3 |
| Energy | 1.51 | 0.88 |
| Communication Services | 3.26 | 2.42 |
| Financial Services | 16.26 | 18.63 |
| Utilities | 2 | 1.86 |
| Consumer Cyclical | 13.37 | 18.84 |
| Technology | 4.09 | 9.73 |
| Consumer Defensive | 2.39 | 0.87 |
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