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HDFC Mid vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
HDFC Mid-Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1201 Cr | ₹83105 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Mar 2021 | 25 Jun 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 14.6% |
| Expense Ratio | 2.06 | 1.39 |
| Manager | Rohan Korde | Dhruv Muchhal |
| ISIN Code | INF00XX01895 | INF179K01CR2 |
| 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 | HDFC Mid-Cap Opportunities 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 | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | 2.69% | 2.31% |
| 6 Month | 17.5% | 20.27% |
| 1 Year | -7.02% | 1.04% |
| 3 Year | 20.56% | 23.91% |
| 5 Year | - | 28.37% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.31% | 5.13% |
| 1 Year | 8.89% | 15.05% |
| 3 Year | 20.08% | 22.66% |
| 5 Year | - | 24.25% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 15.76% | 14.93% |
| 3 Year | 23.51% | 20.25% |
| 5 Year | - | 19.59% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 16.30% | 13.84% |
| Sharp | 0.83% | 1.20% |
| Beta | 0.97% | 0.83% |
| Alpha | -0.89% | 4.36% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Name | Rohan Korde | Dhruv Muchhal |
| Total AUM | ₹4626 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 8.68 | 12.06 |
| Small Cap | 18.56 | 19.2 |
| Mid Cap | 64.71 | 61.58 |
| Large Cap | 8.04 | 7.16 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.7 | 7.22 |
| Technology | 10.74 | 10.2 |
| Financial Services | 23.99 | 24.14 |
| Consumer Cyclical | 8.36 | 18.34 |
| Healthcare | 11.33 | 12 |
| Industrials | 21.78 | 10.31 |
| Basic Materials | 9.25 | 5.74 |
| Energy | 0.95 | 2.77 |
| Utilities | 3.61 | 1.24 |
| Consumer Defensive | 3.29 | 5.12 |
| Real Estate | 2.36 | - |
| Communication Services | 1.64 | 2.93 |
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