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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) | ₹1290 Cr | ₹23036 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 | -0.35% | 1.19% |
| 6 Month | 5.48% | 0.57% |
| 1 Year | 5.57% | 2.55% |
| 3 Year | 23.16% | 16.75% |
| 5 Year | - | 23.2% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.59% | 0.38% |
| 1 Year | 11.58% | 4.73% |
| 3 Year | 18.86% | 12.18% |
| 5 Year | - | 15.66% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.69% | 15.45% |
| 3 Year | 23.19% | 16.32% |
| 5 Year | - | 17.01% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.35% | 11.63% |
| Sharp | 0.96% | 0.78% |
| Beta | 1.00% | 0.78% |
| Alpha | -0.49% | -3.01% |
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 | 13.23 | 9.47 |
| Mid Cap | 62.64 | 67.45 |
| Large Cap | 9.39 | 8.22 |
| Small Cap | 14.75 | 14.86 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 4.5 |
| Financial Services | 24.97 | 25.56 |
| Consumer Cyclical | 10.09 | 16.83 |
| Technology | 12.62 | 2.57 |
| Industrials | 21.15 | 12.03 |
| Healthcare | 10.87 | 9.2 |
| Basic Materials | 10.96 | 11.39 |
| Energy | 0.8 | 2.07 |
| Utilities | 1.13 | 4.93 |
| Consumer Defensive | 2.83 | 4.52 |
| Real Estate | 0 | 4.84 |
| Communication Services | 1.62 | 1.58 |
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