- 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
Invesco India Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1290 Cr | ₹10006 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 19 Apr 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | % | 70% |
| Expense Ratio | 2.06 | 1.8 |
| Manager | Rohan Korde | Aditya Khemani |
| ISIN Code | INF00XX01895 | INF205K01BC9 |
| 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 | Invesco India Mid Cap 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 | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | -0.37% | -0.11% |
| 6 Month | 2.88% | 6.04% |
| 1 Year | -1.34% | 5.76% |
| 3 Year | 22.35% | 26.33% |
| 5 Year | - | 25.01% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.28% | 1.32% |
| 1 Year | 15.63% | 22.16% |
| 3 Year | 18.37% | 25.34% |
| 5 Year | - | 23.64% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 11.69% | 14.41% |
| 3 Year | 23.19% | 19.22% |
| 5 Year | - | 19.26% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 16.34% | 16.03% |
| Sharp | 0.96% | 1.20% |
| Beta | 1.00% | 0.95% |
| Alpha | -0.38% | 3.93% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | Rohan Korde | Aditya Khemani |
| Total AUM | ₹4626 Cr | ₹12070 Cr |
| Funds Managed | 10 | 3 |
| ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 13.23 | 8.93 |
| Mid Cap | 62.64 | 55.48 |
| Large Cap | 9.39 | 14.61 |
| Small Cap | 14.75 | 20.98 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.97 | 0.56 |
| Financial Services | 24.97 | 34.12 |
| Consumer Cyclical | 10.09 | 17 |
| Technology | 12.62 | 7.23 |
| Industrials | 21.15 | 9.12 |
| Healthcare | 10.87 | 18.22 |
| Basic Materials | 10.96 | 3.95 |
| Energy | 0.8 | - |
| Utilities | 1.13 | - |
| Consumer Defensive | 2.83 | - |
| Real Estate | 0 | 8.42 |
| Communication Services | 1.62 | 1.39 |
Top Comparisons
Bandhan Medium Duration Fund - Regular Plan - Growth
3Y Returns6.81%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.01%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns32.72%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns36.5%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.64%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.54%
Franklin India Large Cap Fund-Growth
3Y Returns14.51%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.13%
