- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1309 Cr | ₹92169 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 | 2.6% | 0.66% |
| 6 Month | 5.79% | 7.07% |
| 1 Year | 4.23% | 7.96% |
| 3 Year | 25.73% | 27.46% |
| 5 Year | - | 25.97% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.87% | 2.19% |
| 1 Year | 13.45% | 16.96% |
| 3 Year | 18.39% | 20.55% |
| 5 Year | - | 23.05% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.69% | 14.36% |
| 3 Year | 23.19% | 20.76% |
| 5 Year | - | 20.06% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 16.34% | 13.85% |
| Sharp | 0.96% | 1.25% |
| Beta | 1.00% | 0.86% |
| Alpha | -0.38% | 3.57% |
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 | 12.43 | 12.16 |
| Mid Cap | 62 | 63.68 |
| Large Cap | 9.57 | 7.64 |
| Small Cap | 15.99 | 16.51 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.03 | 6.97 |
| Financial Services | 25.98 | 27.28 |
| Consumer Cyclical | 11.26 | 16.69 |
| Technology | 13.12 | 10.48 |
| Industrials | 19.75 | 9.05 |
| Healthcare | 11.7 | 12.26 |
| Basic Materials | 10.73 | 5.07 |
| Energy | 0.73 | 2.76 |
| Consumer Defensive | 1.97 | 5.56 |
| Communication Services | 1.63 | 2.76 |
| Utilities | 1.11 | 1.11 |
Top Comparisons
SBI Midcap Fund - Regular Plan - Growth
3Y Returns18.53%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns14.53%
HDFC Mid-Cap Fund - Growth Plan
3Y Returns27.46%
HSBC Midcap Fund - Regular Growth
3Y Returns26.17%
Invesco India Largecap Fund - Growth
3Y Returns18.43%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns12.93%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns18.04%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns21.76%
