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) | ₹1201 Cr | ₹84855 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 | 3.93% | 4.21% | 
| 6 Month | 10.97% | 12.98% | 
| 1 Year | 2.41% | 7.61% | 
| 3 Year | 22.96% | 25.9% | 
| 5 Year | - | 29.74% | 
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan | 
|---|---|---|
| 6 Month | 0.24% | 0.32% | 
| 1 Year | 7.82% | 10.23% | 
| 3 Year | 17.45% | 19.2% | 
| 5 Year | - | 22.07% | 
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan | 
|---|---|---|
| 1 Year | 11.69% | 14.73% | 
| 3 Year | 23.19% | 20.43% | 
| 5 Year | - | 19.73% | 
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan | 
|---|---|---|
| Standard Deviation | 16.35% | 13.86% | 
| Sharp | 0.96% | 1.28% | 
| Beta | 1.00% | 0.86% | 
| Alpha | -0.49% | 3.88% | 
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 | 10.07 | 10.91 | 
| Mid Cap | 62.06 | 62.44 | 
| Large Cap | 9.11 | 7.87 | 
| Small Cap | 18.75 | 18.77 | 
Sector Allocation
| Scheme Name | 
                                                     ITI Mid Cap Fund Regular - Growth  | 
                                                                                            
                                                     HDFC Mid-Cap Fund - Growth Plan  | 
                                                                                    
                                    
|---|---|---|
| Others | 1.77 | 6.37 | 
| Financial Services | 22.11 | 24.7 | 
| Consumer Cyclical | 10.2 | 17.92 | 
| Technology | 12.5 | 9.82 | 
| Industrials | 21.12 | 10.55 | 
| Healthcare | 12.04 | 12.55 | 
| Basic Materials | 9.34 | 5.54 | 
| Energy | 1.13 | 2.9 | 
| Utilities | 2.93 | 1.24 | 
| Consumer Defensive | 4.31 | 5.67 | 
| Real Estate | 1.07 | - | 
| Communication Services | 1.47 | 2.73 | 
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