Edelweiss Mid Cap Fund vs ITI Mid Cap Fund Regular compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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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 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) ₹579 Cr ₹4624 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 2.29 1.83
Manager Rohan Korde Trideep Bhattacharya
ISIN Code INF00XX01895 INF843K01013
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 5.48% 4.86%
6 Month 33.28% 27.87%
1 Year 73.21% 61.38%
3 Year 25.19% 26.57%
5 Year - 29.95%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 29.45% 23.66%
3 Year 63.57% 55.01%
5 Year 67.28% 115.03%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 24.34% 32.36%
3 Year 73.64% 84.42%
5 Year 75.77% 130.89%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.37% 13.78%
Sharp 1.13% 1.3%
Beta 0.88% 0.92%
Alpha -0.76% 1.1%

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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
Fund Manage 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

Mid Cap 62.65 62.94
Others 10.48 9.49
Large Cap 15.11 13.08
Small Cap 11.76 14.49

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Chemicals 2.92 3.48
Others 3.51 3.31
Financial 17.66 14.64
Healthcare 7.15 6.29
Construction 5.93 4.54
Capital Goods 22.54 20.88
Energy 8.4 0.95
Automobile 5.08 11.39
Metals & Mining 7.6 6.29
Communication 3.8 1.48
Technology 5.65 5.63
Materials 2.07 5.49
Services 6.17 11.48
Textiles 1.03 0.31
Unclassified 0.49 -
Consumer Discretionary - 1.97
Consumer Staples - 1.87

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