Compare UTI Mid Cap Fund vs HSBC Midcap Fund
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.69
2.17
NAV
₹333.41
₹508.59
Fund Started
01 Aug 2005
25 Jun 2004
Fund Size
₹11679.71 Cr
₹13386.58 Cr
Exit Load
Exit load of 1% if redeemed less than 1 year
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
-0.17%
18.03%
3 Year
14.30%
26.75%
5 Year
13.20%
18.82%
Equity
98.36%
98.63%
Cash
1.63%
1.38%
Top 10 Holdings
PB Fintech Ltd. | 2.43% |
Polycab India Ltd. | 2.22% |
Tube Investments Of India Ltd. | 2.22% |
Max Financial Services Ltd. | 2.10% |
Suzlon Energy Ltd. | 2.09% |
The Phoenix Mills Ltd. | 1.96% |
Multi Commodity Exchange Of India Ltd. | 1.93% |
The Federal Bank Ltd. | 1.89% |
APL Apollo Tubes Ltd. | 1.84% |
Ajanta Pharma Ltd. | 1.81% |
BSE Ltd. | 5.13% |
GE Vernova T&D India Ltd | 4.94% |
FSN E-Commerce Ventures Ltd. | 4.85% |
Hitachi Energy India Ltd. | 4.72% |
Billionbrains Garage Ventures Ltd. | 3.88% |
The Federal Bank Ltd. | 3.86% |
Piramal Finance Ltd. | 3.51% |
PB Fintech Ltd. | 3.43% |
Lenskart Solutions Ltd. | 3.23% |
Bharat Electronics Ltd. | 3.01% |
Name
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Start Date
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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 generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Launch Date
01 Aug 2005
25 Jun 2004
