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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 | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | 3.68% | 4.04% |
| 6 Month | 1.03% | 3.29% |
| 1 Year | - | 5.79% |
| 3 Year | 29.04% | 23.65% |
| 5 Year | - | 27.56% |
SIP Return Analysis
| 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% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.91% | 16.24% |
| Sharp | 1.10% | 0.83% |
| Beta | 0.94% | 0.89% |
| Alpha | 1.22% | -2.87% |
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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 | 7.19 | 2.41 |
| Mid Cap | 67.18 | 68.22 |
| Small Cap | 18.11 | 17.72 |
| Large Cap | 7.52 | 11.49 |
Sector Allocation
| 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 |
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