Aditya Birla Sun Life MidCap Fund vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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Aditya Birla Sun Life MidCap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹5922 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

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
1 Month	3.73%	4.71%
6 Month	2.13%	3.93%
1 Year	0.37%	5.93%
3 Year	29.34%	24.22%
5 Year	-	28.01%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
6 Month	11.98%	12.1%
1 Year	9.26%	12.03%
3 Year	25.13%	22.37%
5 Year	-	21.62%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
1 Year	17.38%	20.52%
3 Year	23.06%	18.28%
5 Year	-	15.51%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation	16.91%	13.87%
Sharp	1.10%	0.87%
Beta	0.94%	0.91%
Alpha	1.22%	-3.72%

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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

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Others	7.19	2.41
Mid Cap	67.18	68.22
Small Cap	18.11	17.72
Large Cap	7.52	11.49

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Others	5.54	2.41
Utilities	2.37	-
Technology	16.29	-
Industrials	20.88	-
Financial Services	19.06	-
Healthcare	12.55	-
Consumer Cyclical	9.91	-
Basic Materials	5.77	-
Energy	1.88	-
Real Estate	2.04	-
Communication Services	1.44	-
Consumer Defensive	2.29	-
IT - Services	-	0.51
Finance	-	10.86
Retailing	-	2.65
Pharmaceuticals & Biotechnology	-	7.4
Chemicals & Petrochemicals	-	5.46
IT - Software	-	5.33
Leisure Services	-	2.42
Paper, Forest & Jute Products	-	0.82
Healthcare Services	-	4.67
Auto Components	-	5.78
Banks	-	7.72
Electrical Equipment	-	2.29
Transport Services	-	0.78
Capital Markets	-	1.76
Industrial Products	-	8.01
Fertilizers & Agrochemicals	-	2.05
Insurance	-	2.83
Diversified Metals	-	0.83
Realty	-	3.81
Consumer Durables	-	4.2
Construction	-	0.15
Automobiles	-	0.95
Minerals & Mining	-	1.82
Beverages	-	3.27
Transport Infrastructure	-	0.69
Ferrous Metals	-	1.76
Textiles & Apparels	-	3.62
Power	-	3
Cement & Cement Products	-	1.99