ITI Mid Cap Fund Regular vs Quant Mid Cap Fund compare
ITI Mid Cap Fund Regular - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1201 Cr | ₹8608 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.06 | 1.75 |
| Manager | Rohan Korde | Sanjeev Sharma |
| ISIN Code | INF00XX01895 | INF966L01176 |
| 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 | Quant Mid Cap Fund - Growth charges 0.5% 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 | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 3.93% | 4.18% |
| 6 Month | 10.97% | 1.49% |
| 1 Year | 2.41% | -5.9% |
| 3 Year | 22.96% | 16.98% |
| 5 Year | - | 27.51% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.16% | -2.77% |
| 1 Year | 6.84% | -3.6% |
| 3 Year | 16.99% | 7.92% |
| 5 Year | - | 15.33% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 11.69% | 12.08% |
| 3 Year | 23.19% | 11.93% |
| 5 Year | - | 10.71% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.35% | 17.376% |
| Sharp | 0.96% | 0.838% |
| Beta | 1.00% | 0.924% |
| Alpha | -0.49% | 0.658% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Rohan Korde | Sanjeev Sharma |
| Total AUM | ₹4626 Cr | ₹39731 Cr |
| Funds Managed | 10 | 22 |
| ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 10.07 | 22.84 |
| Mid Cap | 62.06 | 61.87 |
| Large Cap | 9.11 | 15.28 |
| Small Cap | 18.75 | - |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.77 | 20.84 |
| Financial Services | 22.11 | 7.99 |
| Consumer Cyclical | 10.2 | 0.44 |
| Technology | 12.5 | 6.91 |
| Industrials | 21.12 | 16.36 |
| Healthcare | 12.04 | 11.07 |
| Basic Materials | 9.34 | 9.06 |
| Energy | 1.13 | 9.91 |
| Utilities | 2.93 | 2.2 |
| Consumer Defensive | 4.31 | 4.71 |
| Real Estate | 1.07 | - |
| Communication Services | 1.47 | 10.5 |
Top Comparisons
Kotak Flexicap Fund - Growth
3Y Returns16.52%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns17.24%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.54%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.84%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns9%
Quant Focused Fund-Growth
3Y Returns14.61%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.41%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns18.84%