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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) | ₹1224 Cr | ₹6106 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 | -0.78% | -1.46% |
| 6 Month | 14.56% | 16.09% |
| 1 Year | -5.09% | 1.29% |
| 3 Year | 22.55% | 18.82% |
| 5 Year | - | 24.61% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 2.72% | 4.21% |
| 1 Year | 1% | 4.94% |
| 3 Year | 19.17% | 17.96% |
| 5 Year | - | 18.64% |
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 | 16.28% | 13.87% |
| Sharp | 1.00% | 0.9% |
| Beta | 0.98% | 0.93% |
| Alpha | -0.74% | -3.15% |
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 | 8.68 | 8.56 |
| Small Cap | 18.56 | 17.93 |
| Mid Cap | 64.71 | 68.85 |
| Large Cap | 8.04 | 4.66 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 2.7 | 3.54 |
| Technology | 10.74 | 10.98 |
| Financial Services | 23.99 | 20.54 |
| Consumer Cyclical | 8.36 | 14.97 |
| Healthcare | 11.33 | 12.48 |
| Industrials | 21.78 | 11.11 |
| Basic Materials | 9.25 | 16.2 |
| Energy | 0.95 | - |
| Utilities | 3.61 | 2.36 |
| Consumer Defensive | 3.29 | 2.87 |
| Real Estate | 2.36 | 3.81 |
| Communication Services | 1.64 | 1.14 |
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