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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) | ₹1309 Cr | ₹6278 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 | 0.51% | -0.53% |
| 6 Month | 2.06% | -0.09% |
| 1 Year | 4.23% | 3.83% |
| 3 Year | 24% | 20.88% |
| 5 Year | - | 20.27% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 5.04% | 2.19% |
| 1 Year | 18.72% | 13.73% |
| 3 Year | 19.12% | 16.03% |
| 5 Year | - | 17.02% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 11.69% | 19.29% |
| 3 Year | 23.19% | 18.6% |
| 5 Year | - | 15.84% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.34% | 13.87% |
| Sharp | 0.96% | 0.88% |
| Beta | 1.00% | 0.94% |
| Alpha | -0.38% | -2.36% |
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 | 12.43 | 10.13 |
| Mid Cap | 62 | 63.88 |
| Large Cap | 9.57 | 4.82 |
| Small Cap | 15.99 | 21.18 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 2.03 | 1.14 |
| Financial Services | 25.98 | 23.76 |
| Consumer Cyclical | 11.26 | 17.5 |
| Technology | 13.12 | 12.81 |
| Industrials | 19.75 | 11.87 |
| Healthcare | 11.7 | 7.68 |
| Basic Materials | 10.73 | 15.09 |
| Energy | 0.73 | - |
| Consumer Defensive | 1.97 | 1.06 |
| Communication Services | 1.63 | 1.06 |
| Utilities | 1.11 | 2.3 |
| Real Estate | - | 5.73 |
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