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) | ₹1249 Cr | ₹6205 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 | -1.28% | -0.25% |
6 Month | 3.72% | 7.28% |
1 Year | -5.72% | 3.12% |
3 Year | 26.58% | 22.13% |
5 Year | - | 27.16% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | 9.22% | 10.65% |
1 Year | 6.74% | 11.46% |
3 Year | 22.8% | 21.06% |
5 Year | - | 20.77% |
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 | 16.66% | 13.87% |
Sharp | 1.25% | 1.1% |
Beta | 0.96% | 0.92% |
Alpha | -0.17% | -3.69% |
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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 | 5.23 | 7.5 |
Small Cap | 19.41 | 17.36 |
Mid Cap | 65.52 | 67.04 |
Large Cap | 9.84 | 8.1 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 2.05 | 3.05 |
Technology | 10.66 | 7.82 |
Industrials | 21.93 | 15.4 |
Financial Services | 20.13 | 21.72 |
Healthcare | 12.13 | 11.37 |
Consumer Cyclical | 8.66 | 14.11 |
Basic Materials | 10.09 | 16.11 |
Energy | 2.34 | - |
Consumer Defensive | 4.28 | 2.93 |
Real Estate | 2.82 | 3.73 |
Utilities | 3.27 | 2.55 |
Communication Services | 1.66 | 1.21 |
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