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Axis Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1224 Cr | ₹31384 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Mar 2021 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | % | 23% |
| Expense Ratio | 2.06 | 1.58 |
| Manager | Rohan Korde | Shreyash Devalkar |
| ISIN Code | INF00XX01895 | INF846K01859 |
| 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 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.48% | 1.13% |
| 6 Month | 13.55% | 16.45% |
| 1 Year | -5.47% | 3.12% |
| 3 Year | 22.65% | 18.69% |
| 5 Year | - | 22.56% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.72% | 5.47% |
| 1 Year | 1% | 8.17% |
| 3 Year | 19.17% | 18.73% |
| 5 Year | - | 17.93% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.76% | 16.33% |
| 3 Year | 23.51% | 19.44% |
| 5 Year | - | 19.68% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.28% | 13.08% |
| Sharp | 1.00% | 0.93% |
| Beta | 0.98% | 0.83% |
| Alpha | -0.74% | -1.9% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Shreyash Devalkar |
| Total AUM | ₹4626 Cr | ₹166770 Cr |
| Funds Managed | 10 | 14 |
| ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.68 | 13.28 |
| Small Cap | 18.56 | 5.54 |
| Mid Cap | 64.71 | 71.13 |
| Large Cap | 8.04 | 10.05 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.7 | 8.2 |
| Technology | 10.74 | 9.63 |
| Financial Services | 23.99 | 14.76 |
| Consumer Cyclical | 8.36 | 19.93 |
| Healthcare | 11.33 | 10.99 |
| Industrials | 21.78 | 15.82 |
| Basic Materials | 9.25 | 11.74 |
| Energy | 0.95 | 0.78 |
| Utilities | 3.61 | 1.23 |
| Consumer Defensive | 3.29 | 0.35 |
| Real Estate | 2.36 | 3.19 |
| Communication Services | 1.64 | 3.37 |
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