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ITI Mid Cap Fund Regular vs Motilal Oswal Midcap Fund compare
ITI Mid Cap Fund Regular - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1095 Cr | ₹24488 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 05 Mar 2021 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 120% |
| Expense Ratio | 2.06 | 1.58 |
| Manager | Rohan Korde | Rakesh Shetty |
| ISIN Code | INF00XX01895 | INF247L01411 |
| 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 | Motilal Oswal Midcap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.66% | 2.15% |
| 6 Month | -7.81% | -8.84% |
| 1 Year | 1.39% | 14.09% |
| 3 Year | 22.11% | 26.71% |
| 5 Year | - | 35.6% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.6% | -5.19% |
| 1 Year | -11.45% | -10.03% |
| 3 Year | 21.29% | 26.05% |
| 5 Year | - | 29.56% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 18.59% | 18.45% |
| 3 Year | 23.23% | 18.47% |
| 5 Year | - | 13.83% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.396% | 18.728% |
| Sharp | 0.922% | 1.047% |
| Beta | 0.903% | 0.892% |
| Alpha | 0.547% | 7.885% |
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Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Rohan Korde | Rakesh Shetty |
| Total AUM | ₹4626 Cr | ₹33886 Cr |
| Funds Managed | 10 | 19 |
| ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 7.19 | 23.08 |
| Mid Cap | 67.18 | 69.66 |
| Small Cap | 18.11 | - |
| Large Cap | 7.52 | 7.25 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 5.54 | 23.08 |
| Utilities | 2.37 | 2.06 |
| Technology | 16.29 | 34.02 |
| Industrials | 20.88 | 11.09 |
| Financial Services | 19.06 | 0.09 |
| Healthcare | 12.55 | 5 |
| Consumer Cyclical | 9.91 | 16.09 |
| Basic Materials | 5.77 | 2.32 |
| Energy | 1.88 | - |
| Real Estate | 2.04 | 2.8 |
| Communication Services | 1.44 | 3.44 |
| Consumer Defensive | 2.29 | - |
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