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Compare UTI Mid Cap Fund vs Motilal Oswal Midcap 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 | ₹500 |
Expense Ratio | 1.75 | 1.59 |
NAV | ₹302.61 | ₹110.26 |
Fund Started | 01 Aug 2005 | 03 Feb 2014 |
Fund Size | ₹12029.01 Cr | ₹22897.62 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
₹500
Expense Ratio
1.75
1.59
NAV
₹302.61
₹110.26
Fund Started
01 Aug 2005
03 Feb 2014
Fund Size
₹12029.01 Cr
₹22897.62 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 | 26.97% | 58.39% |
3 Year | 19.06% | 36.64% |
5 Year | 25.02% | 33.07% |
1 Year
26.97%
58.39%
3 Year
19.06%
36.64%
5 Year
25.02%
33.07%
Holding Analysis
Equity | 96.30% | 99.39% |
Cash | 3.55% | 0.61% |
Equity
96.30%
99.39%
Cash
3.55%
0.61%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 2.67% |
Persistent Systems Ltd. | 2.21% |
The Phoenix Mills Ltd. | 2.16% |
Polycab India Ltd. | 2.10% |
PB Fintech Ltd. | 2.04% |
Alkem Laboratories Ltd. | 1.90% |
Ajanta Pharma Ltd. | 1.84% |
Bharat Forge Ltd. | 1.79% |
Tube Investments Of India Ltd. | 1.73% |
Voltas Ltd. | 1.70% |
Name | Assets |
|---|---|
Polycab India Ltd. | 9.96% |
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.65% |
Zomato Ltd. | 9.47% |
Persistent Systems Ltd. | 7.74% |
Mahindra & Mahindra Ltd. | 6.15% |
JIO Financial Services Ltd. | 6.09% |
Trent Ltd. | 5.19% |
Bajaj Auto Ltd. | 4.44% |
Voltas Ltd. | 3.62% |
Fund Manager
Name | Ankit Agarwal | Ajay Khandelwal |
Start Date | 25 Sep 2023 | 16 Dec 2021 |
Name
Ankit Agarwal
Ajay Khandelwal
Start Date
25 Sep 2023
16 Dec 2021
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 01 Aug 2005 | 03 Feb 2014 |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
01 Aug 2005
03 Feb 2014
