HSBC Midcap Fund - Direct (G) vs UTI-Mid Cap Fund - Direct (G)

HSBC Midcap Fund - Direct (G) vs UTI-Mid Cap Fund - Direct (G)

stock1

HSBC Midcap Fund - Direct (G)

10.26%

stock2

UTI-Mid Cap Fund - Direct (G)

9.02%

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About Fund

JP Morgan Chase Bank

Computer Age Management Services (P) Ltd

Stock Holding Corporation of India Limited Citibank NA HDFC Bank Limited

Computer Age Management Services Pvt Ltd.(CAMS) Datamatics Financial Software & services Limited Karvy Computershare Pvt. Ltd. UTI Technology Services Ltd.

Very High Risk

5000

10724.08

2

418.0538

January 1, 2013

0

Very High Risk

5000

10922.68

1.83

322.317

January 1, 2013

0

29.44 %

27.28 %

10.26 %

29.42 %

21.83 %

9.02 %

Anant Deep Katare

B.E (Electrical), PGDBA, Qualified CFA.

Over 11 Years' experience Last assignments held - worked with: UTI Securities Limited (UTISEL), Mumbai as AVP-Research from June 2006 - Feb 2007 SBI Capital Markets (SBICAPS), Mumbai as Research Group from May 2005 - June 2006 UTI Securities Limited (UTISEL), Mumbai as AVP-Research from Sept. 2003 - May 2005 Khandwala Securities Limited (KSL), Mumbai as Research analyst & derivatives strategist from Mar. 2000 - Sept. 2003 Stock Holding Corporation of India(SHCIL), MUMBAI as executive from Aug. 1998 - Feb. 2000. Express Investment Week, MUMBAI as Investment Analyst from 1997 - 98.

Cheenu Gupta

CFA Charter holder (USA), PGDBM (Finance) and B.E. (I.T)

Over 17 years of experience HSBC Asset Management (India) Private. Limited SVP Fund Management Equities (Since November 26, 2022) L&T Investment Management Limited Fund Manager - Equity from July 1, 2021 to November 25, 2022. Canara Robeco Asset Management Company Limited Equity - Fund Manager (March 2018 - June 2021) Tata AIA Life Insurance Company Limited Equity Fund Manager (from August 2009 - February 2018)

Soumendra Nath Lahiri

B.E (Mechanical), PGDM - (IIM Bangalore)

Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Venugopal Manghat

MBA (Finance) BSC(Mathematics)

Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.

Vihang Naik

CFA, TYBMS

Prior to joining L&T Mutual Fund he was associated with L&T Investment Management Limited (Jul 2012-Jun 2016) as an Analyst and with MF Global Sify securities (Mar 2010-Jul 2012, Motilal Oswal Securities (May 2008-Mar 2010), SBICAP Securities (Oct 2006-Apr 2008) as Research Analyst.

Ankit Agarwal

He has done his graduation from National Institute of Technology (B.Tech.) and holds a post graduate degree in Management (PGDM) from IIM, Bangalore

Ankit Agarwal joined UTI in August 2019. Presently he has been designated as Fund Manager; managing UTI Mid Cap Fund. He has more than 12 years of experience. Prior to joining UTI he was working with Lehman Brothers, Barclays Wealth and had been associated with Centrum Broking Ltd. also in the capacity of Sr. Vice President.

Anoop Bhaskar

B.Com., MBA (Finance).

Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 2007-Jan 2016), Sundaram AMC (Aug 2003-Mar 2007), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

Lalit Nambiar

B.Com.,MMS and CFA., B.Com., MMS, CFA

Prior to joining UTI AMC (Since Aug -2008),he was with SBI Capital Markets Ltd.as AVP in Research Dept., as Research Analyst with UTI Sec Ltd. and with IIT Investrust Ltd. as Sr.Manager in Research Dept.

Get your FAQs right

When comparing HSBC Midcap Fund - Direct (G) vs UTI-Mid Cap Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.
Yes, you can invest in both HSBC Midcap Fund - Direct (G) and UTI-Mid Cap Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.
While comparing HSBC Midcap Fund - Direct (G) and UTI-Mid Cap Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.
Yes, you can typically switch between HSBC Midcap Fund - Direct (G) and UTI-Mid Cap Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.
Yes, you can compare HSBC Midcap Fund - Direct (G) and UTI-Mid Cap Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

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