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) | ₹1201 Cr | ₹12251 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 | 1.63% | -0.32% |
6 Month | 12.3% | 9.72% |
1 Year | -3.93% | -2.74% |
3 Year | 23.09% | 22.25% |
5 Year | - | 24.78% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
---|---|---|
6 Month | 2.87% | 0.52% |
1 Year | 12.78% | 8.39% |
3 Year | 19.8% | 18.98% |
5 Year | - | 19.07% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
---|---|---|
1 Year | 11.69% | 16.38% |
3 Year | 23.19% | 18.24% |
5 Year | - | 19.39% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
---|---|---|
Standard Deviation | 16.24% | 13.68% |
Sharp | 0.87% | 0.98% |
Beta | 0.98% | 0.9% |
Alpha | -1.12% | -0.07% |
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 | 12.28 | 7.59 |
Small Cap | 17.05 | 14.82 |
Mid Cap | 60.63 | 64.72 |
Large Cap | 10.04 | 12.88 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Franklin India Mid Cap Fund - Growth |
---|---|---|
Others | 3.83 | 2.58 |
Technology | 11.63 | 7.18 |
Financial Services | 26.05 | 19.55 |
Consumer Cyclical | 10.75 | 17.83 |
Healthcare | 11.35 | 11.11 |
Industrials | 18.88 | 12.51 |
Basic Materials | 7.68 | 13.07 |
Energy | 1 | 1.1 |
Utilities | 2.81 | 1.29 |
Consumer Defensive | 3.3 | 4.82 |
Real Estate | 1.12 | 5.51 |
Communication Services | 1.61 | 3.45 |
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