- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1290 Cr | ₹38003 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 | -0.9% | -3.56% |
| 6 Month | 3.01% | -1.43% |
| 1 Year | -1.01% | -13.04% |
| 3 Year | 22.59% | 24.05% |
| 5 Year | - | 28.03% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.28% | -2.56% |
| 1 Year | 15.63% | 4.13% |
| 3 Year | 18.37% | 18.77% |
| 5 Year | - | 23.5% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.69% | 16.65% |
| 3 Year | 23.19% | 20.83% |
| 5 Year | - | 14.84% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 16.34% | 17.71% |
| Sharp | 0.96% | 1.03% |
| Beta | 1.00% | 0.91% |
| Alpha | -0.38% | 3.59% |
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 | 12.43 | 17.44 |
| Mid Cap | 62 | 61.87 |
| Large Cap | 9.57 | 20.69 |
| Small Cap | 15.99 | - |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.03 | 7.52 |
| Financial Services | 25.98 | 11.71 |
| Consumer Cyclical | 11.26 | 18.46 |
| Technology | 13.12 | 37.64 |
| Industrials | 19.75 | 11.9 |
| Healthcare | 11.7 | 1.61 |
| Basic Materials | 10.73 | - |
| Energy | 0.73 | - |
| Consumer Defensive | 1.97 | - |
| Communication Services | 1.63 | 8.74 |
| Utilities | 1.11 | - |
| Real Estate | - | 2.43 |
Top Comparisons
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns18.37%
Quant Large and Mid Cap Fund-Growth
3Y Returns14.48%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.36%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.56%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.67%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.53%
Kotak Large Cap Fund - Growth
3Y Returns14.9%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.67%
