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) | ₹1095 Cr | ₹30502 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 | 5.22% | 4.98% |
6 Month | -4.04% | -2.39% |
1 Year | -0.39% | 5.12% |
3 Year | 28.16% | 23.34% |
5 Year | - | 24.79% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 10.16% | 10.24% |
1 Year | 4.86% | 9.12% |
3 Year | 23.83% | 20.84% |
5 Year | - | 19.53% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.38% | 16.56% |
3 Year | 23.06% | 19.31% |
5 Year | - | 19.59% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.396% | 13.75% |
Sharp | 0.922% | 1% |
Beta | 0.903% | 0.91% |
Alpha | 0.547% | 4.68% |
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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 | 7.19 | 10.05 |
Mid Cap | 67.18 | 71.59 |
Small Cap | 18.11 | 5.32 |
Large Cap | 7.52 | 13.06 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.54 | 10.05 |
Utilities | 2.37 | - |
Technology | 16.29 | - |
Industrials | 20.88 | - |
Financial Services | 19.06 | - |
Healthcare | 12.55 | - |
Consumer Cyclical | 9.91 | - |
Basic Materials | 5.77 | - |
Energy | 1.88 | - |
Real Estate | 2.04 | - |
Communication Services | 1.44 | - |
Consumer Defensive | 2.29 | - |
Industrial Products | - | 3.41 |
Auto Components | - | 7.17 |
IT - Services | - | 0.35 |
Retailing | - | 3.56 |
Finance | - | 5.59 |
Healthcare Services | - | 4.9 |
Pharmaceuticals & Biotechnology | - | 7.09 |
Electrical Equipment | - | 5.82 |
IT - Software | - | 6.48 |
Leisure Services | - | 5.01 |
Aerospace & Defense | - | 1.49 |
Banks | - | 3.82 |
Realty | - | 3.35 |
Petroleum Products | - | 0.74 |
Transport Services | - | 0.22 |
Capital Markets | - | 2.66 |
Telecom - Services | - | 2.66 |
Fertilizers & Agrochemicals | - | 4.89 |
Beverages | - | 0.08 |
Ferrous Metals | - | 0.59 |
Consumer Durables | - | 4.18 |
Personal Products | - | 0.57 |
Oil | - | 0.13 |
Chemicals & Petrochemicals | - | 3.4 |
Financial Technology (Fintech) | - | 1.74 |
Diversified | - | 0.57 |
Automobiles | - | 1.73 |
Industrial Manufacturing | - | 0.81 |
Textiles & Apparels | - | 1.66 |
Insurance | - | 1.78 |
Power | - | 1.36 |
Cement & Cement Products | - | 2.16 |
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