Edelweiss Mid Cap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 | -2.99% | -2.13% |
6 Month | 13.01% | 16.11% |
1 Year | -5.19% | 5.93% |
3 Year | 21.92% | 24.26% |
5 Year | - | 29.58% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.51% | 6.08% |
1 Year | 0.22% | 5.78% |
3 Year | 18.82% | 23.14% |
5 Year | - | 23.48% |
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 | 0.98% | 0.92% |
Alpha | -0.74% | 1.71% |
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 | 8.68 | 9 |
Small Cap | 18.56 | 13.21 |
Mid Cap | 64.71 | 69.82 |
Large Cap | 8.04 | 7.98 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.7 | 4.28 |
Technology | 10.74 | 10.31 |
Financial Services | 23.99 | 23.52 |
Consumer Cyclical | 8.36 | 14.37 |
Healthcare | 11.33 | 10.73 |
Industrials | 21.78 | 13.44 |
Basic Materials | 9.25 | 10.81 |
Energy | 0.95 | 2.26 |
Utilities | 3.61 | 0.65 |
Consumer Defensive | 3.29 | 5.2 |
Real Estate | 2.36 | 2.94 |
Communication Services | 1.64 | 1.49 |
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