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ITI Mid Cap Fund Regular vs HDFC Mid compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon HDFC Mid-Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1224 Cr ₹83847 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 -0.97% -1.64%
6 Month 14.75% 14.95%
1 Year -6.37% 3.23%
3 Year 23.16% 26.65%
5 Year - 28.76%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth HDFC Mid-Cap Fund - Growth Plan
6 Month 3.16% 4.61%
1 Year 5.24% 10.84%
3 Year 21.09% 23.35%
5 Year - 25.07%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth HDFC Mid-Cap Fund - Growth Plan
1 Year 15.76% 14.93%
3 Year 23.51% 20.25%
5 Year - 19.59%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth HDFC Mid-Cap Fund - Growth Plan
Standard Deviation 16.28% 13.79%
Sharp 1.00% 1.39%
Beta 0.98% 0.83%
Alpha -0.74% 4.66%

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 8.68 12.06
Small Cap 18.56 19.2
Mid Cap 64.71 61.58
Large Cap 8.04 7.16

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

HDFC Mid-Cap Fund - Growth Plan
Others 2.7 7.22
Technology 10.74 10.2
Financial Services 23.99 24.14
Consumer Cyclical 8.36 18.34
Healthcare 11.33 12
Industrials 21.78 10.31
Basic Materials 9.25 5.74
Energy 0.95 2.77
Utilities 3.61 1.24
Consumer Defensive 3.29 5.12
Real Estate 2.36 -
Communication Services 1.64 2.93

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