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Aditya Birla Sun Life MidCap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1201 Cr | ₹6008 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 03 Oct 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 16% |
| Expense Ratio | 2.06 | 1.87 |
| Manager | Rohan Korde | Dhaval Joshi |
| ISIN Code | INF00XX01895 | INF209K01363 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | 1.15% | 1.42% |
| 6 Month | 9.63% | 8.65% |
| 1 Year | 0.78% | 0.53% |
| 3 Year | 22.08% | 18.95% |
| 5 Year | - | 23.65% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 2.4% | 1.5% |
| 1 Year | 13.12% | 12.72% |
| 3 Year | 18.85% | 16.85% |
| 5 Year | - | 17.32% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 11.69% | 19.77% |
| 3 Year | 23.19% | 18.44% |
| 5 Year | - | 15.68% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.35% | 13.87% |
| Sharp | 0.96% | 0.8% |
| Beta | 1.00% | 0.94% |
| Alpha | -0.49% | -2.73% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Name | Rohan Korde | Dhaval Joshi |
| Total AUM | ₹4626 Cr | ₹361932 Cr |
| Funds Managed | 10 | 55 |
| ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 10.07 | 8.79 |
| Mid Cap | 62.06 | 65.81 |
| Large Cap | 9.11 | 3.95 |
| Small Cap | 18.75 | 21.45 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 1.77 | 2.88 |
| Financial Services | 22.11 | 20.63 |
| Consumer Cyclical | 10.2 | 17.13 |
| Technology | 12.5 | 11.09 |
| Industrials | 21.12 | 11.8 |
| Healthcare | 12.04 | 10.41 |
| Basic Materials | 9.34 | 16.17 |
| Energy | 1.13 | - |
| Utilities | 2.93 | 2.23 |
| Consumer Defensive | 4.31 | 2.8 |
| Real Estate | 1.07 | 3.76 |
| Communication Services | 1.47 | 1.09 |
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