Bandhan Midcap Fund Regular vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Bandhan Midcap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Bandhan Midcap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1201 Cr | ₹1858 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 18 Aug 2022 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | % | % |
| Expense Ratio | 2.06 | 2.1 |
| Manager | Rohan Korde | Harshal Joshi |
| ISIN Code | INF00XX01895 | INF194KB1DM6 |
| 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 | Bandhan Midcap Fund - Regular Plan - 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 | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.93% | 2.73% |
| 6 Month | 10.97% | 13.2% |
| 1 Year | 2.41% | 3.3% |
| 3 Year | 22.96% | 20.74% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 6 Month | 3% | 2.95% |
| 1 Year | 13.71% | 14.64% |
| 3 Year | 20.39% | 19.48% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.69% | 31.9% |
| 3 Year | 23.19% | 20.57% |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.24% | 16.02% |
| Sharp | 0.87% | 0.81% |
| Beta | 0.98% | 0.92% |
| Alpha | -1.12% | -1.38% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Name | Rohan Korde | Harshal Joshi |
| Total AUM | ₹4626 Cr | ₹42965 Cr |
| Funds Managed | 10 | 20 |
| ITI Mid Cap Fund Regular - Growth | Bandhan Midcap Fund Regular - Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Others | 10.07 | 7.26 |
| Mid Cap | 62.06 | 65.58 |
| Large Cap | 9.11 | 16.37 |
| Small Cap | 18.75 | 10.78 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Others | 1.77 | 2.33 |
| Financial Services | 22.11 | 15.75 |
| Consumer Cyclical | 10.2 | 21.58 |
| Technology | 12.5 | 12.35 |
| Industrials | 21.12 | 16.66 |
| Healthcare | 12.04 | 15.45 |
| Basic Materials | 9.34 | 8.26 |
| Energy | 1.13 | - |
| Utilities | 2.93 | 1.15 |
| Consumer Defensive | 4.31 | 1.35 |
| Real Estate | 1.07 | 3.41 |
| Communication Services | 1.47 | 1.7 |
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