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Axis Midcap Fund vs ITI Mid Cap Fund Regular compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon Axis Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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