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) | ₹1201 Cr | ₹11731 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 | 3.93% | 3.63% |
| 6 Month | 10.97% | 11.02% |
| 1 Year | 2.41% | 5.78% |
| 3 Year | 22.96% | 24.46% |
| 5 Year | - | 29.26% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3% | 2.24% |
| 1 Year | 13.71% | 14.29% |
| 3 Year | 20.39% | 23.7% |
| 5 Year | - | 23.38% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.69% | 15.38% |
| 3 Year | 23.19% | 21.06% |
| 5 Year | - | 20.55% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.24% | 15.52% |
| Sharp | 0.87% | 1.03% |
| Beta | 0.98% | 0.92% |
| Alpha | -1.12% | 1.68% |
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 | 10.07 | 7.34 |
| Mid Cap | 62.06 | 70.95 |
| Large Cap | 9.11 | 8.47 |
| Small Cap | 18.75 | 13.24 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.77 | 3.62 |
| Financial Services | 22.11 | 24.25 |
| Consumer Cyclical | 10.2 | 14.24 |
| Technology | 12.5 | 9.68 |
| Industrials | 21.12 | 14.71 |
| Healthcare | 12.04 | 10.47 |
| Basic Materials | 9.34 | 11.05 |
| Energy | 1.13 | 2.41 |
| Utilities | 2.93 | 0.57 |
| Consumer Defensive | 4.31 | 4.53 |
| Real Estate | 1.07 | 2.71 |
| Communication Services | 1.47 | 1.78 |
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