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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) | ₹1290 Cr | ₹12647 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 | 0.32% | 0.36% |
| 6 Month | 3.14% | 4.33% |
| 1 Year | -0.35% | 1.93% |
| 3 Year | 22.13% | 23.95% |
| 5 Year | - | 25.69% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.3% | 2.92% |
| 1 Year | 15.91% | 17.4% |
| 3 Year | 18.63% | 22.27% |
| 5 Year | - | 22.22% |
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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