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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) | ₹1201 Cr | ₹34749 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 | 3.93% | 4.06% |
| 6 Month | 10.97% | 9.95% |
| 1 Year | 2.41% | 1.03% |
| 3 Year | 22.96% | 25.69% |
| 5 Year | - | 32.77% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.24% | -1.75% |
| 1 Year | 7.82% | 1.04% |
| 3 Year | 17.45% | 20.91% |
| 5 Year | - | 24.97% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.69% | 17.24% |
| 3 Year | 23.19% | 20.42% |
| 5 Year | - | 14.63% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 16.35% | 17.71% |
| Sharp | 0.96% | 1.02% |
| Beta | 1.00% | 0.91% |
| Alpha | -0.49% | 3.53% |
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 | 10.07 | 18.03 |
| Mid Cap | 62.06 | 59.27 |
| Large Cap | 9.11 | 22.7 |
| Small Cap | 18.75 | - |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 1.77 | 8.99 |
| Financial Services | 22.11 | 3.15 |
| Consumer Cyclical | 10.2 | 23.94 |
| Technology | 12.5 | 39.79 |
| Industrials | 21.12 | 16.82 |
| Healthcare | 12.04 | 1.69 |
| Basic Materials | 9.34 | - |
| Energy | 1.13 | - |
| Utilities | 2.93 | - |
| Consumer Defensive | 4.31 | - |
| Real Estate | 1.07 | 2.39 |
| Communication Services | 1.47 | 3.22 |
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