UTI - Mid Cap Fund vs HSBC Midcap Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund | ||
|---|---|---|
| Returns | ||
| 1 year | 2.9% | 18.7% (best of these funds) |
| 3 yearsa year | 11.8% | 24.2% (best of these funds) |
| 5 yearsa year | 11.8% | – |
| 10 yearsa year | 14.2% | – |
| Risk | ||
| Volatilitya year | 15.2% (best of these funds) | 18.6% |
| Worst fall | −40.7% | −26% (best of these funds) |
| Best year | 110% (best of these funds) | 68.3% |
| Worst year | -28.6% | -6% (best of these funds) |
| Years in gain | 78% | 94% (best of these funds) |
| Cost and size | ||
| Expense ratio | 1.07% (best of these funds) | 1.22% |
| Fund size | ₹12,795 Cr | ₹17,188 Cr |
| Minimum SIP | ₹500 | ₹500 |
| Lock-in | None | None |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.