Edelweiss Mid Cap Fund vs ITI Mid Cap Fund Regular compare

Edelweiss Mid Cap Fund vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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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)	₹1290 Cr	₹13196 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	-0.37%	-0.56%
6 Month	2.88%	3.49%
1 Year	-1.34%	0.25%
3 Year	22.35%	24.41%
5 Year	-	25.58%

SIP Return Analysis

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	2.28%	2.01%
1 Year	15.63%	17.19%
3 Year	18.37%	21.88%
5 Year	-	21.93%

Rolling Lumpsum Returns

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	11.69%	15.17%
3 Year	23.19%	21.42%
5 Year	-	20.72%

Risk Management

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	16.34%	15.58%
Sharp	0.96%	1.09%
Beta	1.00%	0.94%
Alpha	-0.38%	1.92%

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	13.23	8.39
Mid Cap	62.64	69.29
Large Cap	9.39	8.88
Small Cap	14.75	13.45

Sector Allocation

Scheme Name	ITI Mid Cap Fund Regular - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	2.97	2.4
Financial Services	24.97	25.36
Consumer Cyclical	10.09	14.43
Technology	12.62	11.15
Industrials	21.15	14.08
Healthcare	10.87	9.47
Basic Materials	10.96	10.48
Energy	0.8	2.52
Utilities	1.13	0.57
Consumer Defensive	2.83	4.37
Real Estate	0	3.25
Communication Services	1.62	1.92

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