Sundaram Mid Cap Fund - Direct (G) vs UTI-Mid Cap Fund - Direct (G)

Sundaram Mid Cap Fund - Direct (G) vs UTI-Mid Cap Fund - Direct (G)

stock1

Sundaram Mid Cap Fund - Direct (G)

5.35%

stock2

UTI-Mid Cap Fund - Direct (G)

1.82%

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About Fund

Standard Chartered Bank HDFC 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

100

13235.50

1.24

1419.5578

January 1, 2013

0

Very High Risk

5000

11734.39

1.83

303.409

January 1, 2013

0

18.33 %

22.85 %

5.35 %

13.79 %

15.92 %

1.82 %

S Bharath

B.Com, MBA, ICWA

He has experience over 20 years in research and he is the dedicated fund manager for overseas securities. He joined Sundaram AMC in 2004.

S Krishnakumar

BE, PGDBA (Financial & Portfolio Management)

He has over 18 Years of total experience in which 7 years related to the Equity Markets. He was a Vice President (Research) at Anush Shares & Securities.

Ankit Agarwal

PGDM, Indian Institute of Management (IIM) Bangalore, B. Tech National Institute of Technology, Trichy

Ankit Agarwal joined UTI in August 2019. Presently he has been designated as Fund Manager; managing Mr. Ankit Agarwal has an impressive career with over 20 years of investment experience across asset management, portfolio management, equity research, and capital markets. Mr. Agarwal was engaged with UTI AMC, where he gained extensive experience in equity research across healthcare, telecom, technology and midcap sectors. He also contributed to Barclays Wealth, providing investment research and insights tailored for high-net-worth clients. Mr. Agarwal's professional journey includes global exposure through roles at Lehman Brothers (London), BNP Paribas (Hong Kong) and D. E. Shaw (Proprietary trading systems).

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.

Vishal Chopda

BE, PGDM, CFS

He has completed his BE from Mumbai University. He is a CFA Charter holder from The CFA Institute, USA and also holds a PGDM from MDI, Gurgaon. He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with CARE Ratings (Credit Analysis and Research Ltd).

Get your FAQs right

When comparing Sundaram Mid Cap 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 Sundaram Mid Cap 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 Sundaram Mid Cap 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 Sundaram Mid Cap 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 Sundaram Mid Cap 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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