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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) | ₹1201 Cr | ₹83105 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 | 3.68% | 3.08% |
| 6 Month | 17.77% | 20.35% |
| 1 Year | -5.98% | 1.76% |
| 3 Year | 21.79% | 25.17% |
| 5 Year | - | 28.57% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.31% | 5.13% |
| 1 Year | 8.89% | 15.05% |
| 3 Year | 20.08% | 22.66% |
| 5 Year | - | 24.25% |
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 | 16.30% | 13.84% |
| Sharp | 0.83% | 1.20% |
| Beta | 0.97% | 0.83% |
| Alpha | -0.89% | 4.36% |
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 | 12.28 | 11.94 |
| Small Cap | 17.05 | 18.89 |
| Mid Cap | 60.63 | 61.34 |
| Large Cap | 10.04 | 7.84 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.83 | 6.98 |
| Technology | 10.76 | 10.45 |
| Financial Services | 26.05 | 24.21 |
| Consumer Cyclical | 10.75 | 18.41 |
| Healthcare | 11.35 | 11.74 |
| Industrials | 19.75 | 10.63 |
| Basic Materials | 7.68 | 5.39 |
| Energy | 1 | 2.51 |
| Utilities | 2.81 | 1.26 |
| Consumer Defensive | 3.3 | 5.7 |
| Real Estate | 1.12 | - |
| Communication Services | 1.61 | 2.73 |
Top Comparisons
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3Y Returns7.47%
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ICICI Prudential Large & Mid Cap Fund - Growth
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Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
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LIC MF Small Cap Fund Regular - Growth
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PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns13.93%
