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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 | ₹5970 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% | 3.32% |
| 6 Month | 17.77% | 19.46% |
| 1 Year | -5.98% | -3.76% |
| 3 Year | 21.79% | 18.92% |
| 5 Year | - | 23.96% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 3.31% | 4.04% |
| 1 Year | 8.89% | 11.78% |
| 3 Year | 20.08% | 18.72% |
| 5 Year | - | 18.79% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 15.76% | 20.02% |
| 3 Year | 23.51% | 18.45% |
| 5 Year | - | 15.6% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.30% | 13.87% |
| Sharp | 0.83% | 0.76% |
| Beta | 0.97% | 0.94% |
| Alpha | -0.89% | -2.6% |
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 | 12.28 | 8.89 |
| Small Cap | 17.05 | 19.68 |
| Mid Cap | 60.63 | 67.51 |
| Large Cap | 10.04 | 3.93 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 3.83 | 3.2 |
| Technology | 10.76 | 11.14 |
| Financial Services | 26.05 | 20.03 |
| Consumer Cyclical | 10.75 | 16.18 |
| Healthcare | 11.35 | 11.97 |
| Industrials | 19.75 | 11.16 |
| Basic Materials | 7.68 | 16.23 |
| Energy | 1 | - |
| Utilities | 2.81 | 2.26 |
| Consumer Defensive | 3.3 | 2.86 |
| Real Estate | 1.12 | 3.82 |
| Communication Services | 1.61 | 1.14 |
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