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) | ₹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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