ITI Mid Cap Fund Regular vs Edelweiss Mid Cap Fund compare
ITI Mid Cap Fund Regular - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1249 Cr | ₹10988 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 05 Mar 2021 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | % | 43% |
Expense Ratio | 2.06 | 1.73 |
Manager | Rohan Korde | Trideep Bhattacharya |
ISIN Code | INF00XX01895 | INF843K01013 |
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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.15% | -4.79% |
6 Month | 4.26% | 6.76% |
1 Year | -8.24% | 2.86% |
3 Year | 22.78% | 24.82% |
5 Year | - | 30.85% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.28% | 7.44% |
1 Year | 4.39% | 9.51% |
3 Year | 21.89% | 25.89% |
5 Year | - | 25.28% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.76% | 15.68% |
3 Year | 23.51% | 20.86% |
5 Year | - | 20.48% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.66% | 16.18% |
Sharp | 1.25% | 1.42% |
Beta | 0.96% | 0.92% |
Alpha | -0.17% | 2.86% |
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Fund Managers
Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rohan Korde | Trideep Bhattacharya |
Total AUM | ₹4626 Cr | ₹0 Cr |
Funds Managed | 10 | 9 |
ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.07 | 8.94 |
Small Cap | 19.33 | 12.84 |
Mid Cap | 64.71 | 70.16 |
Large Cap | 8.89 | 8.07 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.25 | 3.65 |
Technology | 9.95 | 10.73 |
Financial Services | 19.37 | 23.22 |
Consumer Cyclical | 7.78 | 15.12 |
Healthcare | 13 | 10.21 |
Industrials | 22.02 | 12.62 |
Basic Materials | 11.31 | 10.74 |
Energy | 0.95 | 2.29 |
Utilities | 4.31 | 0.73 |
Consumer Defensive | 4.02 | 5.18 |
Real Estate | 2.34 | 3.27 |
Communication Services | 1.7 | 2.24 |
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