Franklin India Prima Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Franklin India Prima Fund-Growth
Chart Comparison
Overview
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Prima Fund-Growth |
---|---|---|
Fund | ITI Mid Cap Fund Regular - Growth | Franklin India Prima Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1095 Cr | ₹11656 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 | 1.78 |
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 Prima Fund-Growth |
---|---|---|
1 Month | 1.66% | 2.69% |
6 Month | -7.81% | -4.99% |
1 Year | 1.39% | 12.09% |
3 Year | 22.11% | 21.57% |
5 Year | - | 27.09% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Prima Fund-Growth |
---|---|---|
6 Month | -0.6% | 0.04% |
1 Year | -11.45% | -4.25% |
3 Year | 21.29% | 22.16% |
5 Year | - | 21.67% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Prima Fund-Growth |
---|---|---|
1 Year | 18.59% | 16.98% |
3 Year | 23.23% | 17.87% |
5 Year | - | 18.98% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Prima Fund-Growth |
---|---|---|
Standard Deviation | 15.396% | 13.68% |
Sharp | 0.922% | 0.8% |
Beta | 0.903% | 0.93% |
Alpha | 0.547% | 0.86% |
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Fund Managers
Scheme Name | ITI Mid Cap Fund Regular - Growth | Franklin India Prima 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 Prima Fund-Growth |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Franklin India Prima Fund-Growth |
---|---|---|
Others | 7.19 | 4.48 |
Mid Cap | 67.18 | 65.92 |
Small Cap | 18.11 | 16.77 |
Large Cap | 7.52 | 12.83 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Franklin India Prima Fund-Growth |
---|---|---|
Others | 5.54 | 3.64 |
Utilities | 2.37 | 1.18 |
Technology | 16.29 | 7.65 |
Industrials | 20.88 | 10.62 |
Financial Services | 19.06 | 20.42 |
Healthcare | 12.55 | 10.4 |
Consumer Cyclical | 9.91 | 18.35 |
Basic Materials | 5.77 | 14.61 |
Energy | 1.88 | 0.62 |
Real Estate | 2.04 | 5.62 |
Communication Services | 1.44 | 2.68 |
Consumer Defensive | 2.29 | 4.21 |
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