Edelweiss Mid Cap Fund vs ITI Mid Cap Fund Regular compare

Edelweiss Mid Cap Fund vs ITI Mid Cap Fund Regular compare

Link copied to clipboard!

ITI Mid Cap Fund Regular - Growth

Invest Now

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1249 Cr	₹10988 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Mar 2021	26 Dec 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	%	43%
Expense Ratio	2.06	1.73
Manager	Rohan Korde	Trideep Bhattacharya
ISIN Code	INF00XX01895	INF843K01013
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	Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	-3.5%	-4.29%
6 Month	4.87%	7.19%
1 Year	-2.57%	8.82%
3 Year	22.68%	24.92%
5 Year	-	30.11%

SIP Return Analysis

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	4.82%	6.12%
1 Year	0.76%	5.79%
3 Year	19.72%	23.73%
5 Year	-	23.95%

Rolling Lumpsum Returns

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	15.76%	15.68%
3 Year	23.51%	20.86%
5 Year	-	20.48%

Risk Management

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	16.28%	15.64%
Sharp	1.00%	1.14%
Beta	0.96%	0.92%
Alpha	-0.17%	2.86%

Fund Managers

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name	Rohan Korde	Trideep Bhattacharya
Total AUM	₹4626 Cr	₹0 Cr
Funds Managed	10	9
	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	7.07	8.94
Small Cap	19.33	12.84
Mid Cap	64.71	70.16
Large Cap	8.89	8.07

Sector Allocation

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	3.25	3.65
Technology	9.95	10.73
Financial Services	19.37	23.22
Consumer Cyclical	7.78	15.12
Healthcare	13	10.21
Industrials	22.02	12.62
Basic Materials	11.31	10.74
Energy	0.95	2.29
Utilities	4.31	0.73
Consumer Defensive	4.02	5.18
Real Estate	2.34	3.27
Communication Services	1.7	2.24

Top Comparisons

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth

3Y Returns7.91%

VS

Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth

3Y Returns7.8%

Compare Now

LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns13.43%

VS

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns13.43%

Compare Now

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

3Y Returns0%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.34%

Compare Now

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

3Y Returns12.85%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns16.33%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully