Canara Robeco Mid Cap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Fund | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1201 Cr | ₹3176 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Mar 2021 | 02 Dec 2022 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | % | 18% |
Expense Ratio | 2.06 | 1.96 |
Manager | Rohan Korde | Shridatta Bhandwaldar |
ISIN Code | INF00XX01895 | INF760K01KL5 |
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 | Canara Robeco Mid Cap 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 | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 2.47% | 2.71% |
6 Month | 15.71% | 23.32% |
1 Year | -4.79% | 2.71% |
3 Year | 21.84% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 3.31% | 7.29% |
1 Year | 8.89% | 20.26% |
3 Year | 20.08% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 15.76% | 34.55% |
3 Year | 23.51% | - |
5 Year | - | - |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 16.30% | - |
Sharp | 0.83% | - |
Beta | 0.97% | - |
Alpha | -0.89% | - |
Fund Managers
Scheme Name | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Name | Rohan Korde | Shridatta Bhandwaldar |
Total AUM | ₹4626 Cr | ₹69491 Cr |
Funds Managed | 10 | 12 |
ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 12.28 | 6.8 |
Small Cap | 17.05 | 6.81 |
Mid Cap | 60.63 | 73.39 |
Large Cap | 10.04 | 13 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 3.83 | 4.11 |
Technology | 10.76 | 12.4 |
Financial Services | 26.05 | 17.5 |
Consumer Cyclical | 10.75 | 22.1 |
Healthcare | 11.35 | 8.53 |
Industrials | 19.75 | 16.36 |
Basic Materials | 7.68 | 7.98 |
Energy | 1 | - |
Utilities | 2.81 | 3.52 |
Consumer Defensive | 3.3 | - |
Real Estate | 1.12 | 4.91 |
Communication Services | 1.61 | 2.57 |
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