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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 | ₹31717 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 | -3.5% | -4.82% |
| 6 Month | -1.3% | -5.96% |
| 1 Year | 5.66% | 3.9% |
| 3 Year | 22.7% | 18.24% |
| 5 Year | - | 15.97% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.72% | -3.09% |
| 1 Year | 13.17% | 3.54% |
| 3 Year | 16.56% | 12.36% |
| 5 Year | - | 14.02% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.61% | 15.62% |
| 3 Year | 23.06% | 19.18% |
| 5 Year | - | 19.77% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.37% | 13.08% |
| Sharp | 1.08% | 0.93% |
| Beta | 0.99% | 0.82% |
| Alpha | 0.34% | -1.15% |
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 | 11.88 | 15.17 |
| Mid Cap | 62.18 | 68.9 |
| Large Cap | 9.61 | 12.2 |
| Small Cap | 16.32 | 3.72 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.13 | 7.11 |
| Financial Services | 27.89 | 18.89 |
| Consumer Cyclical | 10.17 | 20.46 |
| Technology | 11.48 | 8.92 |
| Industrials | 20.43 | 18.23 |
| Healthcare | 11.54 | 9.61 |
| Basic Materials | 11.96 | 7.83 |
| Energy | 0.69 | 1 |
| Consumer Defensive | 2.21 | 0.09 |
| Communication Services | 1.4 | 3.49 |
| Utilities | 1.1 | 1.23 |
| Real Estate | - | 3.15 |
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