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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) ₹1201 Cr ₹31147 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 5.76% 3.72%
6 Month 10.41% 11.21%
1 Year 3.05% 5.39%
3 Year 23.52% 19.68%
5 Year - 22.11%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Axis Midcap Fund - Regular Plan - Growth
6 Month 3% 1.57%
1 Year 13.71% 13.29%
3 Year 20.39% 18.35%
5 Year - 17.49%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Axis Midcap Fund - Regular Plan - Growth
1 Year 11.69% 16.23%
3 Year 23.19% 19.32%
5 Year - 19.77%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 16.24% 13.08%
Sharp 0.87% 0.82%
Beta 0.98% 0.83%
Alpha -1.12% -1.63%

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 10.07 12.73
Mid Cap 62.06 69.27
Large Cap 9.11 12.64
Small Cap 18.75 5.36

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Axis Midcap Fund - Regular Plan - Growth

Others 1.77 8.39
Financial Services 22.11 14.81
Consumer Cyclical 10.2 22.23
Technology 12.5 9.34
Industrials 21.12 15.78
Healthcare 12.04 11.51
Basic Materials 9.34 9.92
Energy 1.13 0.82
Utilities 2.93 1.16
Consumer Defensive 4.31 0.09
Real Estate 1.07 2.98
Communication Services 1.47 2.96

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