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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) ₹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 3.75% 4.48%
6 Month 12.05% 14.17%
1 Year 3.11% 8.49%
3 Year 22.74% 25.59%
5 Year - 29.75%

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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