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) | ₹1290 Cr | ₹1957 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 | -0.9% | -3.65% |
| 6 Month | 3.01% | 0.28% |
| 1 Year | -1.01% | -6.3% |
| 3 Year | 22.59% | 19.94% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.28% | -0.69% |
| 1 Year | 15.63% | 11.75% |
| 3 Year | 18.37% | 16.02% |
| 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 | 16.34% | 16.04% |
| Sharp | 0.96% | 0.87% |
| Beta | 1.00% | 0.94% |
| Alpha | -0.38% | -1.22% |
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 | 12.43 | 10.14 |
| Mid Cap | 62 | 65.27 |
| Large Cap | 9.57 | 14.26 |
| Small Cap | 15.99 | 10.33 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Others | 2.03 | 2.78 |
| Financial Services | 25.98 | 19.44 |
| Consumer Cyclical | 11.26 | 19.22 |
| Technology | 13.12 | 13.12 |
| Industrials | 19.75 | 15.11 |
| Healthcare | 11.7 | 15.07 |
| Basic Materials | 10.73 | 8.61 |
| Energy | 0.73 | - |
| Consumer Defensive | 1.97 | 0.62 |
| Communication Services | 1.63 | 1.55 |
| Utilities | 1.11 | 1.05 |
| Real Estate | - | 3.44 |
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