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 | 2.64% | 2.58% |
6 Month | 16.35% | 15.97% |
1 Year | -7.03% | -1.92% |
3 Year | 20.44% | 20.73% |
5 Year | - | 24.78% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
---|---|---|
6 Month | 3.31% | 3.26% |
1 Year | 8.89% | 9.86% |
3 Year | 20.08% | 20.79% |
5 Year | - | 20.17% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
---|---|---|
1 Year | 15.76% | 16.6% |
3 Year | 23.51% | 18.16% |
5 Year | - | 19.31% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Mid Cap Fund - Growth |
---|---|---|
Standard Deviation | 16.30% | 13.68% |
Sharp | 0.83% | 1.01% |
Beta | 0.97% | 0.89% |
Alpha | -0.89% | 1.17% |
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 | 8.68 | 6.18 |
Small Cap | 18.56 | 16.07 |
Mid Cap | 64.71 | 64.94 |
Large Cap | 8.04 | 12.82 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Franklin India Mid Cap Fund - Growth |
---|---|---|
Others | 2.7 | 1.54 |
Technology | 10.74 | 6.62 |
Financial Services | 23.99 | 20.58 |
Consumer Cyclical | 8.36 | 17.68 |
Healthcare | 11.33 | 11.72 |
Industrials | 21.78 | 11.84 |
Basic Materials | 9.25 | 13.71 |
Energy | 0.95 | 1.08 |
Utilities | 3.61 | 1.28 |
Consumer Defensive | 3.29 | 4.84 |
Real Estate | 2.36 | 5.52 |
Communication Services | 1.64 | 3.6 |
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