Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon ITI Mid Cap Fund Regular - Growth

Invest Now

tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Invest Now

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) ₹1201 Cr ₹3994 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 3.93% 3.2%
6 Month 10.97% 8.74%
1 Year 2.41% 1.37%
3 Year 22.96% 23.59%
5 Year - 27.61%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month 3% 1.83%
1 Year 13.71% 10.32%
3 Year 20.39% 19.67%
5 Year - 21.18%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year 11.69% 13.81%
3 Year 23.19% 24.35%
5 Year - 25.31%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Standard Deviation 16.24% 15.31%
Sharp 0.87% 1.00%
Beta 0.98% 0.94%
Alpha -1.12% 0.61%

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 10.07 13.17
Mid Cap 62.06 67.48
Large Cap 9.11 9.78
Small Cap 18.75 9.57

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Others 1.77 3.95
Financial Services 22.11 18.36
Consumer Cyclical 10.2 14.26
Technology 12.5 7.06
Industrials 21.12 19.55
Healthcare 12.04 15.04
Basic Materials 9.34 7.91
Energy 1.13 1.29
Utilities 2.93 3
Consumer Defensive 4.31 4.93
Real Estate 1.07 1.61
Communication Services 1.47 3.04

Top Comparisons

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns7.58%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns14.86%

Compare Now

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns6.36%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.36%

Compare Now

ITI Arbitrage Fund Regular - Growth ITI Arbitrage Fund Regular - Growth

3Y Returns6.55%

VS

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns6.99%

Compare Now

Nippon India Focused Fund - Growth Plan -Growth Option Nippon India Focused Fund - Growth Plan -Growth Option

3Y Returns14.11%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns22.31%

Compare Now
Add to Cart Successfully