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) | ₹1249 Cr | ₹79718 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 | 1.82% | 4.1% |
6 Month | 5.51% | 10.08% |
1 Year | -5.03% | 6.91% |
3 Year | 27.21% | 30.99% |
5 Year | - | 32.33% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
6 Month | 9.22% | 11.88% |
1 Year | 6.74% | 16.51% |
3 Year | 22.8% | 25.85% |
5 Year | - | 26.51% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
1 Year | 17.38% | 15.2% |
3 Year | 23.06% | 20.01% |
5 Year | - | 19.47% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 16.66% | 14.61% |
Sharp | 1.25% | 1.60% |
Beta | 0.96% | 0.85% |
Alpha | -0.17% | 4.88% |
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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 | 7.07 | 12.45 |
Small Cap | 19.33 | 19.81 |
Mid Cap | 64.71 | 62.14 |
Large Cap | 8.89 | 5.61 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
Others | 3.25 | 7.15 |
Technology | 9.95 | 11.08 |
Financial Services | 19.37 | 25.63 |
Consumer Cyclical | 7.78 | 17.44 |
Healthcare | 13 | 10.43 |
Industrials | 22.02 | 9.8 |
Basic Materials | 11.31 | 7.04 |
Energy | 0.95 | 2.89 |
Utilities | 4.31 | 1.31 |
Consumer Defensive | 4.02 | 4.33 |
Real Estate | 2.34 | - |
Communication Services | 1.7 | 2.88 |
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