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) | ₹1290 Cr | ₹3988 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 | -0.37% | -1.48% |
| 6 Month | 2.88% | 2.42% |
| 1 Year | -1.34% | 0.7% |
| 3 Year | 22.35% | 20.14% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.28% | -0.02% |
| 1 Year | 15.63% | 16.06% |
| 3 Year | 18.37% | 17.17% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 11.69% | 32.85% |
| 3 Year | 23.19% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 16.34% | - |
| Sharp | 0.96% | - |
| Beta | 1.00% | - |
| Alpha | -0.38% | - |
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 | 13.23 | 8.58 |
| Mid Cap | 62.64 | 70.93 |
| Large Cap | 9.39 | 14.55 |
| Small Cap | 14.75 | 5.95 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 2.97 | 4 |
| Financial Services | 24.97 | 16.92 |
| Consumer Cyclical | 10.09 | 19.24 |
| Technology | 12.62 | 14.68 |
| Industrials | 21.15 | 16.48 |
| Healthcare | 10.87 | 6.88 |
| Basic Materials | 10.96 | 10.03 |
| Energy | 0.8 | - |
| Utilities | 1.13 | 2.9 |
| Consumer Defensive | 2.83 | 0.67 |
| Real Estate | 0 | 5.58 |
| Communication Services | 1.62 | 2.61 |
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