DSP Midcap Fund vs ITI Mid Cap Fund Regular compare

Link copied to clipboard!

ITI Mid Cap Fund Regular - Growth

Invest Now

DSP Midcap Fund - Regular Plan - Growth

Invest Now

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)	₹1309 Cr	₹19855 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	0.28%	-0.73%
6 Month	3.02%	0.55%
1 Year	11.42%	9.08%
3 Year	23.69%	19.68%
5 Year	-	14.76%

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
6 Month	3.09%	0.77%
1 Year	14.7%	11.68%
3 Year	17.06%	14.2%
5 Year	-	14.55%

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
1 Year	7.61%	12.46%
3 Year	23.04%	16.82%
5 Year	-	16.72%

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
Standard Deviation	14.37%	14.37%
Sharp	1.08%	0.86%
Beta	0.99%	0.97%
Alpha	0.34%	-3.06%

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	2.07	11.44
Mid Cap	67.88	59.98
Small Cap	19.15	15.3
Large Cap	10.9	13.29

Scheme Name	ITI Mid Cap Fund Regular - Growth	DSP Midcap Fund - Regular Plan - Growth
Others	2.07	5.18
Banks	7.7	-
Retailing	3.04	-
IT - Services	1.01	-
Construction	1.67	-
Healthcare Services	3.24	-
Finance	10.36	-
Electrical Equipment	2.42	-
Agricultural, Commercial & Construction Vehicles	3.25	-
Chemicals & Petrochemicals	4.22	-
Pharmaceuticals & Biotechnology	8.45	-
IT - Software	6.75	-
Oil	0.73	-
Automobiles	3.92	-
IT - Hardware	0.67	-
Consumer Durables	5.97	-
Capital Markets	5.03	-
Non - Ferrous Metals	3.07	-
Industrial Products	6.19	-
Agricultural Food & other Products	1.19	-
Diversified Metals	0.74	-
Industrial Manufacturing	2.15	-
Ferrous Metals	1.44	-
Auto Components	4.7	-
Telecom - Services	1.63	-
Financial Technology (Fintech)	3.23	-
Power	1.11	-
Textiles & Apparels	0.99	-
Insurance	1.01	-
Cement & Cement Products	1.27	-
Beverages	0.78	-
Consumer Cyclical	-	17.89
Technology	-	10.38
Healthcare	-	10.14
Financial Services	-	20.73
Energy	-	2.84
Basic Materials	-	14.2
Industrials	-	11.56
Utilities	-	0.78
Real Estate	-	2.31
Communication Services	-	2.38
Consumer Defensive	-	1.6