ITI Mid Cap Fund Regular vs Mahindra Manulife Mid Cap Fund compare

ITI Mid Cap Fund Regular vs Mahindra Manulife Mid Cap Fund compare

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ITI Mid Cap Fund Regular - Growth

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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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	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Fund	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1329 Cr	₹4295 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Mar 2021	30 Jan 2018
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	%	116%
Expense Ratio	2.06	1.88
Manager	Rohan Korde	Abhinav Khandelwal
ISIN Code	INF00XX01895	INF174V01473
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	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Month	-2.2%	-0.71%
6 Month	2.8%	1.08%
1 Year	11.29%	8.96%
3 Year	24.76%	24.74%
5 Year	-	23.17%

SIP Return Analysis

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month	3.64%	1.84%
1 Year	17.38%	11.86%
3 Year	17.39%	15.33%
5 Year	-	18.62%

Rolling Lumpsum Returns

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year	7.61%	11.12%
3 Year	23.06%	24.06%
5 Year	-	25.4%

Risk Management

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Standard Deviation	16.19%	15.22%
Sharp	1.04%	1.10%
Beta	1.00%	0.95%
Alpha	0.45%	1.01%

Fund Managers

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Name	Rohan Korde	Abhinav Khandelwal
Total AUM	₹4626 Cr	₹5522 Cr
Funds Managed	10	5
	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Others	11.88	14.53
Mid Cap	62.18	68.53
Large Cap	9.61	5.75
Small Cap	16.32	11.2

Sector Allocation

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Others	1.13	1.76
Financial Services	27.89	27.54
Consumer Cyclical	10.17	9.58
Technology	11.48	6.97
Industrials	20.43	20.58
Healthcare	11.54	11.31
Basic Materials	11.96	8.8
Energy	0.69	1.24
Consumer Defensive	2.21	4.34
Communication Services	1.4	3.67
Utilities	1.1	2.68
Real Estate	-	1.53

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