- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Mid Cap Fund Regular vs Sundaram Mid Cap Fund Regular Plan compare
ITI Mid Cap Fund Regular - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1201 Cr | ₹12585 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Mar 2021 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 45% |
| Expense Ratio | 2.06 | 1.77 |
| Manager | Rohan Korde | Ratish Varier |
| ISIN Code | INF00XX01895 | INF903J01173 |
| 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 | Sundaram Mid Cap 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.1% | 4.24% |
| 6 Month | 11.35% | 14.48% |
| 1 Year | 2.97% | 7.28% |
| 3 Year | 22.66% | 24.18% |
| 5 Year | - | 26.81% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.05% | 5.34% |
| 1 Year | 15.46% | 20.21% |
| 3 Year | 20.07% | 23.09% |
| 5 Year | - | 22.46% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.69% | 20.33% |
| 3 Year | 23.19% | 19.02% |
| 5 Year | - | 18.97% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.35% | 15.06% |
| Sharp | 0.96% | 1.09% |
| Beta | 1.00% | 0.93% |
| Alpha | -0.49% | 1.50% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Ratish Varier |
| Total AUM | ₹4626 Cr | ₹12102 Cr |
| Funds Managed | 10 | 3 |
| ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.07 | 6.89 |
| Mid Cap | 62.06 | 67.99 |
| Large Cap | 9.11 | 10.91 |
| Small Cap | 18.75 | 14.22 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.77 | 3.87 |
| Financial Services | 22.11 | 19.58 |
| Consumer Cyclical | 10.2 | 17.35 |
| Technology | 12.5 | 5.48 |
| Industrials | 21.12 | 14.8 |
| Healthcare | 12.04 | 11.72 |
| Basic Materials | 9.34 | 10.47 |
| Energy | 1.13 | 2.16 |
| Utilities | 2.93 | 2.52 |
| Consumer Defensive | 4.31 | 6.31 |
| Real Estate | 1.07 | 3.58 |
| Communication Services | 1.47 | 2.15 |
Top Comparisons
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.68%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns12.8%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns27.33%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns23.34%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns24.28%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns23.98%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.78%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.78%
