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) | ₹1309 Cr | ₹13196 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 | 2.6% | 1.31% |
| 6 Month | 5.79% | 4.06% |
| 1 Year | 4.23% | 4.54% |
| 3 Year | 25.73% | 27.48% |
| 5 Year | - | 25.62% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.87% | 1.06% |
| 1 Year | 13.45% | 13.41% |
| 3 Year | 18.39% | 21.46% |
| 5 Year | - | 22.05% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.69% | 15.08% |
| 3 Year | 23.19% | 21.47% |
| 5 Year | - | 20.75% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.34% | 15.58% |
| Sharp | 0.96% | 1.09% |
| Beta | 1.00% | 0.94% |
| Alpha | -0.38% | 1.92% |
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 | 12.43 | 9.52 |
| Mid Cap | 62 | 70.12 |
| Large Cap | 9.57 | 7.67 |
| Small Cap | 15.99 | 12.69 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.03 | 2.84 |
| Financial Services | 25.98 | 28.35 |
| Consumer Cyclical | 11.26 | 14.44 |
| Technology | 13.12 | 11.74 |
| Industrials | 19.75 | 12.89 |
| Healthcare | 11.7 | 8.56 |
| Basic Materials | 10.73 | 9.3 |
| Energy | 0.73 | 2.16 |
| Consumer Defensive | 1.97 | 4.2 |
| Communication Services | 1.63 | 1.92 |
| Utilities | 1.11 | 0.54 |
| Real Estate | - | 3.03 |
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