ITI Mid Cap Fund Regular vs HDFC Mid compare

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ITI Mid Cap Fund Regular - Growth

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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)	₹1309 Cr	₹92169 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

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Fund - Growth Plan
1 Month	3.17%	0.83%
6 Month	4.89%	3.86%
1 Year	4.6%	6.78%
3 Year	24.75%	25.7%
5 Year	-	24.82%

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Fund - Growth Plan
6 Month	5.95%	4.18%
1 Year	21.86%	20.48%
3 Year	19.54%	20.43%
5 Year	-	22.74%

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Fund - Growth Plan
1 Year	11.69%	14.3%
3 Year	23.19%	20.81%
5 Year	-	20.09%

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Fund - Growth Plan
Standard Deviation	14.37%	12.9%
Sharp	1.01%	1.31%
Beta	1%	0.86%
Alpha	-0.53%	3.49%

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

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Fund - Growth Plan
Others	2.07	6.3
Mid Cap	67.88	66.86
Small Cap	19.15	19.47
Large Cap	10.9	7.37

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Fund - Growth Plan
Others	2.07	6.3
Banks	7.7	15.43
Retailing	3.04	3.44
IT - Services	1.01	-
Construction	1.67	0.85
Healthcare Services	3.24	2.78
Finance	10.36	3.2
Electrical Equipment	2.42	-
Agricultural, Commercial & Construction Vehicles	3.25	0.98
Chemicals & Petrochemicals	4.22	0.84
Pharmaceuticals & Biotechnology	8.45	9.49
IT - Software	6.75	8.4
Oil	0.73	-
Automobiles	3.92	-
IT - Hardware	0.67	-
Consumer Durables	5.97	2.89
Capital Markets	5.03	1.11
Non - Ferrous Metals	3.07	-
Industrial Products	6.19	6.5
Agricultural Food & other Products	1.19	2.11
Diversified Metals	0.74	-
Industrial Manufacturing	2.15	-
Ferrous Metals	1.44	1.7
Auto Components	4.7	9.76
Telecom - Services	1.63	2.46
Financial Technology (Fintech)	3.23	1.4
Power	1.11	-
Textiles & Apparels	0.99	0.65
Insurance	1.01	6.13
Cement & Cement Products	1.27	0.95
Beverages	0.78	0.63
Personal Products	-	2.82
Leisure Services	-	1.24
Printing & Publication	-	0.25
Petroleum Products	-	2.76
Transport Services	-	1.4
Fertilizers & Agrochemicals	-	1.28
Media	-	0.06
Gas	-	1.11
Commercial Services & Supplies	-	1.08