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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 | ₹84855 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 | 3.1% | 4.56% |
| 6 Month | 11.35% | 14.25% |
| 1 Year | 2.97% | 9.49% |
| 3 Year | 22.66% | 25.54% |
| 5 Year | - | 29.55% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 4.05% | 4.92% |
| 1 Year | 15.46% | 19.68% |
| 3 Year | 20.07% | 22.37% |
| 5 Year | - | 23.89% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.69% | 14.73% |
| 3 Year | 23.19% | 20.43% |
| 5 Year | - | 19.73% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 16.35% | 13.86% |
| Sharp | 0.96% | 1.28% |
| Beta | 1.00% | 0.86% |
| Alpha | -0.49% | 3.88% |
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 | 10.07 | 10.91 |
| Mid Cap | 62.06 | 62.44 |
| Large Cap | 9.11 | 7.87 |
| Small Cap | 18.75 | 18.77 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 1.77 | 6.37 |
| Financial Services | 22.11 | 24.7 |
| Consumer Cyclical | 10.2 | 17.92 |
| Technology | 12.5 | 9.82 |
| Industrials | 21.12 | 10.55 |
| Healthcare | 12.04 | 12.55 |
| Basic Materials | 9.34 | 5.54 |
| Energy | 1.13 | 2.9 |
| Utilities | 2.93 | 1.24 |
| Consumer Defensive | 4.31 | 5.67 |
| Real Estate | 1.07 | - |
| Communication Services | 1.47 | 2.73 |
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