Franklin India Prima Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Franklin India Mid Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1290 Cr | ₹12770 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 01 Dec 1993 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 26.03% |
| Expense Ratio | 2.06 | 1.79 |
| Manager | Rohan Korde | R Janakiraman |
| ISIN Code | INF00XX01895 | INF090I01809 |
| 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 | Franklin India Prima Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
|---|---|---|
| 1 Month | 0.32% | -0.07% |
| 6 Month | 3.14% | 3.06% |
| 1 Year | -0.35% | 0.45% |
| 3 Year | 22.13% | 20.87% |
| 5 Year | - | 20.37% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
|---|---|---|
| 6 Month | 3.3% | 2.23% |
| 1 Year | 15.91% | 13.08% |
| 3 Year | 18.63% | 18.51% |
| 5 Year | - | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
|---|---|---|
| 1 Year | 11.69% | 19.79% |
| 3 Year | 23.19% | 19.62% |
| 5 Year | - | 19.09% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 16.35% | 13.68% |
| Sharp | 0.96% | 1.03% |
| Beta | 1.00% | 0.9% |
| Alpha | -0.49% | -0.2% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
|---|---|---|
| Name | Rohan Korde | R Janakiraman |
| Total AUM | ₹4626 Cr | ₹50034 Cr |
| Funds Managed | 10 | 8 |
| ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Franklin India Mid Cap Fund - Growth |
|---|---|---|
| Others | 13.23 | 3.45 |
| Mid Cap | 62.64 | 66.95 |
| Large Cap | 9.39 | 14.38 |
| Small Cap | 14.75 | 15.2 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Franklin India Mid Cap Fund - Growth |
|---|---|---|
| Others | 2.97 | 3.45 |
| Financial Services | 24.97 | - |
| Consumer Cyclical | 10.09 | - |
| Technology | 12.62 | - |
| Industrials | 21.15 | - |
| Healthcare | 10.87 | - |
| Basic Materials | 10.96 | - |
| Energy | 0.8 | - |
| Utilities | 1.13 | - |
| Consumer Defensive | 2.83 | - |
| Real Estate | 0 | - |
| Communication Services | 1.62 | - |
| Industrial Products | - | 6.05 |
| Cement & Cement Products | - | 3.53 |
| Finance | - | 6.41 |
| Retailing | - | 1.87 |
| Healthcare Services | - | 3.1 |
| Pharmaceuticals & Biotechnology | - | 6.52 |
| Banks | - | 9.59 |
| Electrical Equipment | - | 2.08 |
| Agricultural, Commercial & Construction Vehicles | - | 2.07 |
| Leisure Services | - | 3.24 |
| Aerospace & Defense | - | 1.88 |
| Ferrous Metals | - | 1.55 |
| IT - Software | - | 5.91 |
| Realty | - | 6.38 |
| Petroleum Products | - | 1.15 |
| Auto Components | - | 6.29 |
| Transport Services | - | 0.65 |
| Telecom - Services | - | 3.82 |
| Automobiles | - | 0.61 |
| Fertilizers & Agrochemicals | - | 3.38 |
| Personal Products | - | 2.32 |
| Insurance | - | 2.85 |
| Agricultural Food & other Products | - | 1.01 |
| Consumer Durables | - | 4.93 |
| Power | - | 1.01 |
| Chemicals & Petrochemicals | - | 2.71 |
| Financial Technology (Fintech) | - | 1.82 |
| Beverages | - | 1.17 |
| Capital Markets | - | 0.39 |
| Textiles & Apparels | - | 2.24 |
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