- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1249 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 | -4.16% | -2.54% |
| 6 Month | 3.37% | 6.84% |
| 1 Year | -5.85% | 3.41% |
| 3 Year | 22.15% | 17.97% |
| 5 Year | - | 22.31% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.51% | 6.86% |
| 1 Year | 0.22% | 6.95% |
| 3 Year | 18.82% | 18.24% |
| 5 Year | - | 17.69% |
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% | 14.25% |
| Sharp | 1.00% | 0.86% |
| Beta | 0.98% | 0.81% |
| Alpha | -0.74% | -1.80% |
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 | 7.07 | 9.16 |
| Small Cap | 19.33 | 6.31 |
| Mid Cap | 64.71 | 72.15 |
| Large Cap | 8.89 | 12.38 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.25 | 3.53 |
| Technology | 9.95 | 11.03 |
| Financial Services | 19.37 | 16.95 |
| Consumer Cyclical | 7.78 | 21.01 |
| Healthcare | 13 | 11.53 |
| Industrials | 22.02 | 14.63 |
| Basic Materials | 11.31 | 11.96 |
| Energy | 0.95 | 0.79 |
| Utilities | 4.31 | 1.35 |
| Consumer Defensive | 4.02 | 0.48 |
| Real Estate | 2.34 | 3.58 |
| Communication Services | 1.7 | 3.14 |
Top Comparisons
Kotak Aggressive Hybrid Fund - Growth
3Y Returns15.1%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.08%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.87%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns13.2%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns20.61%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns12.62%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns10.91%
