- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1095 Cr | ₹8268 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 | 5.22% | 5.26% |
| 6 Month | -4.04% | -2.84% |
| 1 Year | -0.39% | 12.12% |
| 3 Year | 28.16% | 30.87% |
| 5 Year | - | 33.56% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 10.16% | 11.59% |
| 1 Year | 4.86% | 12.67% |
| 3 Year | 23.83% | 27.68% |
| 5 Year | - | 26.54% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.38% | 15.93% |
| 3 Year | 23.06% | 20.64% |
| 5 Year | - | 20.33% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.396% | 15.57% |
| Sharp | 0.922% | 0.992% |
| Beta | 0.903% | 0.906% |
| Alpha | 0.547% | 1.762% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.19 | 4.44 |
| Mid Cap | 67.18 | 72.33 |
| Small Cap | 18.11 | 13.57 |
| Large Cap | 7.52 | 9.66 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.54 | 3.54 |
| Utilities | 2.37 | 0 |
| Technology | 16.29 | 11.5 |
| Industrials | 20.88 | 14.33 |
| Financial Services | 19.06 | 20.96 |
| Healthcare | 12.55 | 12.6 |
| Consumer Cyclical | 9.91 | 17.24 |
| Basic Materials | 5.77 | 7.86 |
| Energy | 1.88 | 1.35 |
| Real Estate | 2.04 | 3.84 |
| Communication Services | 1.44 | 1.79 |
| Consumer Defensive | 2.29 | 4.99 |
Top Comparisons
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns11.13%
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
3Y Returns8.63%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns26.96%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns21.61%
HSBC Focused Fund - Regular Growth
3Y Returns21%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns13.94%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns10.33%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns17.5%
