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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) | ₹1309 Cr | ₹13345 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 | 2.72% | 0.8% |
| 6 Month | 4.82% | 4.92% |
| 1 Year | 4.07% | 4.67% |
| 3 Year | 25.69% | 25.59% |
| 5 Year | - | 23.27% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.87% | 0.96% |
| 1 Year | 13.45% | 14.3% |
| 3 Year | 18.39% | 20.05% |
| 5 Year | - | 20.97% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.69% | 20.02% |
| 3 Year | 23.19% | 19.49% |
| 5 Year | - | 19.08% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.34% | 13.35% |
| Sharp | 0.96% | 1.14% |
| Beta | 1.00% | 0.93% |
| Alpha | -0.38% | 1.35% |
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 | 12.43 | 9.41 |
| Mid Cap | 62 | 67.5 |
| Large Cap | 9.57 | 10.07 |
| Small Cap | 15.99 | 13.03 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.03 | 5.74 |
| Financial Services | 25.98 | 21.47 |
| Consumer Cyclical | 11.26 | 15.93 |
| Technology | 13.12 | 6.13 |
| Industrials | 19.75 | 14.16 |
| Healthcare | 11.7 | 10.33 |
| Basic Materials | 10.73 | 9.51 |
| Energy | 0.73 | 2.11 |
| Consumer Defensive | 1.97 | 6.1 |
| Communication Services | 1.63 | 2.49 |
| Utilities | 1.11 | 2.32 |
| Real Estate | - | 3.71 |
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