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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) | ₹1309 Cr | ₹23315 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 | -3.5% | -3.29% |
| 6 Month | -1.3% | -5.96% |
| 1 Year | 5.66% | -0.1% |
| 3 Year | 22.7% | 16.48% |
| 5 Year | - | 18.47% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.72% | 0.41% |
| 1 Year | 13.17% | 4.01% |
| 3 Year | 16.56% | 9.62% |
| 5 Year | - | 13.79% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.61% | 15.18% |
| 3 Year | 23.06% | 16.41% |
| 5 Year | - | 17.27% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.37% | 11.63% |
| Sharp | 1.08% | 0.87% |
| Beta | 0.99% | 0.78% |
| Alpha | 0.34% | -2.2% |
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 | 11.88 | 10.7 |
| Mid Cap | 62.18 | 69.39 |
| Large Cap | 9.61 | 8.37 |
| Small Cap | 16.32 | 11.55 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.13 | 4.83 |
| Financial Services | 27.89 | 24.99 |
| Consumer Cyclical | 10.17 | 15.03 |
| Technology | 11.48 | 4.67 |
| Industrials | 20.43 | 13.99 |
| Healthcare | 11.54 | 6.5 |
| Basic Materials | 11.96 | 10.99 |
| Energy | 0.69 | 2.14 |
| Consumer Defensive | 2.21 | 4.15 |
| Communication Services | 1.4 | 1.8 |
| Utilities | 1.1 | 6.27 |
| Real Estate | - | 4.64 |
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