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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) | ₹1309 Cr | ₹32202 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 | 1.08% | -2.04% |
| 6 Month | 3.6% | -1.04% |
| 1 Year | 4.07% | 1.35% |
| 3 Year | 24.81% | 19.59% |
| 5 Year | - | 18.07% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.04% | -0.09% |
| 1 Year | 18.72% | 9.64% |
| 3 Year | 19.12% | 15.01% |
| 5 Year | - | 15.6% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.69% | 15.73% |
| 3 Year | 23.19% | 19.14% |
| 5 Year | - | 19.8% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.34% | 13.08% |
| Sharp | 0.96% | 0.9% |
| Beta | 1.00% | 0.83% |
| Alpha | -0.38% | -1.39% |
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 | 12.43 | 12.39 |
| Mid Cap | 62 | 69.76 |
| Large Cap | 9.57 | 11.97 |
| Small Cap | 15.99 | 5.89 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.03 | 6.81 |
| Financial Services | 25.98 | 18.4 |
| Consumer Cyclical | 11.26 | 20.21 |
| Technology | 13.12 | 10.09 |
| Industrials | 19.75 | 17.3 |
| Healthcare | 11.7 | 10.34 |
| Basic Materials | 10.73 | 8.07 |
| Energy | 0.73 | 0.82 |
| Consumer Defensive | 1.97 | 0.09 |
| Communication Services | 1.63 | 3.43 |
| Utilities | 1.11 | 1.22 |
| Real Estate | - | 3.23 |
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