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ITI Mid Cap Fund Regular vs HDFC Mid compare
ITI Mid Cap Fund Regular - Growth
HDFC Mid-Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1290 Cr | ₹89383 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Mar 2021 | 25 Jun 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 14.6% |
| Expense Ratio | 2.06 | 1.39 |
| Manager | Rohan Korde | Dhruv Muchhal |
| ISIN Code | INF00XX01895 | INF179K01CR2 |
| 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 | HDFC Mid-Cap Opportunities 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 | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | -0.7% | -0.09% |
| 6 Month | 0.58% | 4.77% |
| 1 Year | -2.52% | 4.01% |
| 3 Year | 21.55% | 24.02% |
| 5 Year | - | 25.61% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.3% | 4.37% |
| 1 Year | 15.91% | 20.93% |
| 3 Year | 18.63% | 21.3% |
| 5 Year | - | 23.21% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.69% | 14.41% |
| 3 Year | 23.19% | 20.66% |
| 5 Year | - | 20% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 16.34% | 13.85% |
| Sharp | 0.96% | 1.25% |
| Beta | 1.00% | 0.86% |
| Alpha | -0.38% | 3.57% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Name | Rohan Korde | Dhruv Muchhal |
| Total AUM | ₹4626 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 13.23 | 11.57 |
| Mid Cap | 62.64 | 63.25 |
| Large Cap | 9.39 | 7.66 |
| Small Cap | 14.75 | 17.53 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.97 | 6.72 |
| Financial Services | 24.97 | 26.05 |
| Consumer Cyclical | 10.09 | 17.37 |
| Technology | 12.62 | 10.16 |
| Industrials | 21.15 | 9.54 |
| Healthcare | 10.87 | 12.3 |
| Basic Materials | 10.96 | 5.26 |
| Energy | 0.8 | 2.96 |
| Utilities | 1.13 | 1.21 |
| Consumer Defensive | 2.83 | 5.46 |
| Real Estate | 0 | - |
| Communication Services | 1.62 | 2.97 |
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