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Compare UTI Mid Cap Fund vs HDFC Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.75 | 1.36 |
NAV | ₹309.03 | ₹202.43 |
Fund Started | 01 Aug 2005 | 07 May 2007 |
Fund Size | ₹11666.34 Cr | ₹84854.73 Cr |
Exit Load | Exit load of 1% if redeemed less than 1 year | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.75
1.36
NAV
₹309.03
₹202.43
Fund Started
01 Aug 2005
07 May 2007
Fund Size
₹11666.34 Cr
₹84854.73 Cr
Exit Load
Exit load of 1% if redeemed less than 1 year
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 2.14% | 8.42% |
3 Year | 16.66% | 25.59% |
5 Year | 22.64% | 29.75% |
1 Year
2.14%
8.42%
3 Year
16.66%
25.59%
5 Year
22.64%
29.75%
Holding Analysis
Equity | 97.71% | 93.60% |
Cash | 2.27% | 6.40% |
Equity
97.71%
93.60%
Cash
2.27%
6.40%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Polycab India Ltd. | 2.52% |
The Phoenix Mills Ltd. | 2.27% |
Indian Bank | 2.06% |
Max Financial Services Ltd. | 2.04% |
Tube Investments Of India Ltd. | 1.99% |
Schaeffler India Ltd. | 1.90% |
Persistent Systems Ltd. | 1.88% |
Coforge Ltd. | 1.87% |
Dixon Technologies (India) Ltd. | 1.86% |
JK Cement Ltd. | 1.81% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.76% |
Balkrishna Industries Ltd. | 3.54% |
Indian Bank | 3.26% |
Fortis Healthcare Ltd. | 3.18% |
AU Small Finance Bank Ltd. | 3.16% |
Coforge Ltd. | 2.93% |
The Federal Bank Ltd. | 2.91% |
Hindustan Petroleum Corporation Ltd. | 2.90% |
Glenmark Pharmaceuticals Ltd. | 2.87% |
Ipca Laboratories Ltd. | 2.80% |
Fund Manager
Name | Vishal Chopda | Chirag Setalvad |
Start Date | 02 May 2022 | 28 Jun 2014 |
Name
Vishal Chopda
Chirag Setalvad
Start Date
02 May 2022
28 Jun 2014
About Fund
Description | The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 01 Aug 2005 | 07 May 2007 |
Description
The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
01 Aug 2005
07 May 2007