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 | 1.17% | 2.55% |
| 6 Month | 5.65% | 5.12% |
| 1 Year | 7.4% | 8.25% |
| 3 Year | 23.43% | 23.09% |
| 5 Year | - | 21.96% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
|---|---|---|
| 6 Month | 2.13% | 1.93% |
| 1 Year | 13.78% | 12.93% |
| 3 Year | 19.11% | 19.46% |
| 5 Year | - | 19.29% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
|---|---|---|
| 1 Year | 11.69% | 19.91% |
| 3 Year | 23.19% | 19.55% |
| 5 Year | - | 19.04% |
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% | -0.27% |
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 | 8.78 |
| Mid Cap | 62.64 | 63.55 |
| Large Cap | 9.39 | 13.75 |
| Small Cap | 14.75 | 13.92 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Franklin India Mid Cap Fund - Growth |
|---|---|---|
| Others | 2.97 | 3.55 |
| Financial Services | 24.97 | 21.06 |
| Consumer Cyclical | 10.09 | 15.72 |
| Technology | 12.62 | 7.54 |
| Industrials | 21.15 | 13.05 |
| Healthcare | 10.87 | 9.61 |
| Basic Materials | 10.96 | 12.05 |
| Energy | 0.8 | 1.15 |
| Utilities | 1.13 | 1.58 |
| Consumer Defensive | 2.83 | 4.5 |
| Real Estate | 0 | 6.38 |
| Communication Services | 1.62 | 3.82 |
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