ITI Mid Cap Fund Regular vs HSBC Midcap Fund compare
ITI Mid Cap Fund Regular - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Fund | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1095 Cr | ₹10753 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Mar 2021 | 09 Aug 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | % | 19% |
Expense Ratio | 2.06 | 1.71 |
Manager | Rohan Korde | Venugopal Manghat |
ISIN Code | INF00XX01895 | INF917K01254 |
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 | HSBC Mid Cap Fund - Regular Plan - 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 | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | 3.81% | 5.45% |
6 Month | 0.09% | -3.3% |
1 Year | 1.35% | 6.2% |
3 Year | 26.28% | 24.65% |
5 Year | - | 28.08% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 5.67% | 5.45% |
1 Year | -0.83% | 0.62% |
3 Year | 23.82% | 23.86% |
5 Year | - | 22.15% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 18.59% | 17.31% |
3 Year | 23.23% | 15.78% |
5 Year | - | 16.4% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.396% | 17.037% |
Sharp | 0.922% | 0.65% |
Beta | 0.903% | 0.902% |
Alpha | 0.547% | -0.791% |
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Fund Managers
Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Name | Rohan Korde | Venugopal Manghat |
Total AUM | ₹4626 Cr | ₹41442 Cr |
Funds Managed | 10 | 7 |
ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 7.19 | 0.86 |
Mid Cap | 67.18 | 66.65 |
Small Cap | 18.11 | 12.46 |
Large Cap | 7.52 | 20.03 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 5.54 | 0.86 |
Utilities | 2.37 | 4.66 |
Technology | 16.29 | 15.4 |
Industrials | 20.88 | 27.34 |
Financial Services | 19.06 | 20.07 |
Healthcare | 12.55 | 8.52 |
Consumer Cyclical | 9.91 | 14.07 |
Basic Materials | 5.77 | 1.96 |
Energy | 1.88 | - |
Real Estate | 2.04 | 4.66 |
Communication Services | 1.44 | 0.06 |
Consumer Defensive | 2.29 | 2.39 |
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