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) | ₹1224 Cr | ₹3133 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 | -2.99% | -0.23% |
6 Month | 13.01% | 19.93% |
1 Year | -5.19% | 3.5% |
3 Year | 21.92% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 2.72% | 8.37% |
1 Year | 1% | 13.92% |
3 Year | 19.17% | - |
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 | 16.28% | - |
Sharp | 1.00% | - |
Beta | 0.98% | - |
Alpha | -0.74% | - |
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 | 8.68 | 4.54 |
Small Cap | 18.56 | 6.75 |
Mid Cap | 64.71 | 76.61 |
Large Cap | 8.04 | 12.1 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 2.7 | 1.76 |
Technology | 10.74 | 12.09 |
Financial Services | 23.99 | 18.68 |
Consumer Cyclical | 8.36 | 22.22 |
Healthcare | 11.33 | 9.09 |
Industrials | 21.78 | 16.67 |
Basic Materials | 9.25 | 8.25 |
Energy | 0.95 | 0 |
Utilities | 3.61 | 3.53 |
Consumer Defensive | 3.29 | - |
Real Estate | 2.36 | 5.02 |
Communication Services | 1.64 | 2.69 |
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