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ITI Mid Cap Fund Regular vs SBI Magnum Midcap Fund compare
ITI Mid Cap Fund Regular - Growth
SBI Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1201 Cr | ₹22012 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 29 Mar 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 10% |
| Expense Ratio | 2.06 | 1.67 |
| Manager | Rohan Korde | Pradeep Kesavan |
| ISIN Code | INF00XX01895 | INF200K01560 |
| 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 | SBI Magnum Midcap Fund - Regular Plan - 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 | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.64% | 2.55% |
| 6 Month | 16.35% | 9.19% |
| 1 Year | -7.03% | -6.54% |
| 3 Year | 20.44% | 13.76% |
| 5 Year | - | 25.82% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.31% | 0.02% |
| 1 Year | 8.89% | 1.59% |
| 3 Year | 20.08% | 12.96% |
| 5 Year | - | 16.65% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.76% | 15.86% |
| 3 Year | 23.51% | 16.51% |
| 5 Year | - | 16.65% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.30% | 11.63% |
| Sharp | 0.83% | 0.67% |
| Beta | 0.97% | 0.78% |
| Alpha | -0.89% | -3.22% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Pradeep Kesavan |
| Total AUM | ₹4626 Cr | ₹434274 Cr |
| Funds Managed | 10 | 43 |
| ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.68 | 8.69 |
| Small Cap | 18.56 | 14.13 |
| Mid Cap | 64.71 | 70.43 |
| Large Cap | 8.04 | 6.75 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.7 | 5.06 |
| Technology | 10.74 | 4.75 |
| Financial Services | 23.99 | 25.19 |
| Consumer Cyclical | 8.36 | 17.47 |
| Healthcare | 11.33 | 9.95 |
| Industrials | 21.78 | 11.51 |
| Basic Materials | 9.25 | 11.77 |
| Energy | 0.95 | 1.39 |
| Utilities | 3.61 | 2.73 |
| Consumer Defensive | 3.29 | 4.09 |
| Real Estate | 2.36 | 4.48 |
| Communication Services | 1.64 | 1.61 |
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