HDFC Mid vs ITI Mid Cap Fund Regular compare

HDFC Mid vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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HDFC Mid-Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	1.81%	3.78%
6 Month	7.22%	10.38%
1 Year	6.9%	11.8%
3 Year	22.96%	26.17%
5 Year	-	28.33%

SIP Return Analysis

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Fund - Growth Plan
6 Month	2.4%	3.71%
1 Year	13.12%	18.77%
3 Year	18.85%	21.56%
5 Year	-	23.36%

Rolling Lumpsum Returns

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Fund - Growth Plan
1 Year	11.69%	14.47%
3 Year	23.19%	20.59%
5 Year	-	19.95%

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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