DSP Midcap Fund vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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DSP Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
Fund	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1290 Cr	₹19609 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Mar 2021	14 Nov 2006
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	%	22%
Expense Ratio	2.06	1.68
Manager	Rohan Korde	Vinit Sambre
ISIN Code	INF00XX01895	INF740K01128
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	DSP Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
1 Month	0.07%	-0.22%
6 Month	3.32%	4.04%
1 Year	-0.32%	0.41%
3 Year	21.98%	18.4%
5 Year	-	16.45%

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
6 Month	4.33%	2.49%
1 Year	17.46%	16.24%
3 Year	19.75%	17.39%
5 Year	-	16.34%

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
1 Year	11.69%	12.58%
3 Year	23.19%	16.76%
5 Year	-	16.76%

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
Standard Deviation	16.35%	14.37%
Sharp	0.96%	0.81%
Beta	1.00%	0.97%
Alpha	-0.49%	-3.56%

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
Name	Rohan Korde	Vinit Sambre
Total AUM	₹4626 Cr	₹31142 Cr
Funds Managed	10	3
	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
Others	13.23	3.98
Mid Cap	62.64	68.12
Large Cap	9.39	13.05
Small Cap	14.75	14.85

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
Others	2.97	3.98
Financial Services	24.97	-
Consumer Cyclical	10.09	-
Technology	12.62	-
Industrials	21.15	-
Healthcare	10.87	-
Basic Materials	10.96	-
Energy	0.8	-
Utilities	1.13	-
Consumer Defensive	2.83	-
Real Estate	0	-
Communication Services	1.62	-
Retailing	-	2.64
IT - Software	-	8.09
Pharmaceuticals & Biotechnology	-	7.32
Healthcare Services	-	3.23
Banks	-	5.96
Petroleum Products	-	1.9
Chemicals & Petrochemicals	-	4.26
Automobiles	-	2.2
Transport Services	-	0.32
Finance	-	8.27
Gas	-	0.82
IT - Services	-	0.84
Industrial Products	-	9.24
Fertilizers & Agrochemicals	-	4.66
Insurance	-	2.32
Realty	-	2.26
Consumer Durables	-	4.67
Leisure Services	-	0.56
Oil	-	1.1
Construction	-	1.65
Capital Markets	-	3.41
Electrical Equipment	-	0.76
Telecom - Services	-	2.35
Auto Components	-	9.44
Food Products	-	0.55
Personal Products	-	1.11
Ferrous Metals	-	2.38
Textiles & Apparels	-	1.99
Cement & Cement Products	-	1.72