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 | ₹12344 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 | 1.88% | 2.49% |
6 Month | -0.28% | -0.29% |
1 Year | -3.39% | 6.84% |
3 Year | 28.7% | 29.71% |
5 Year | - | 28.77% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 10.89% | 11.34% |
1 Year | 9.19% | 13.06% |
3 Year | 23.91% | 25.31% |
5 Year | - | 24.42% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.38% | 20.98% |
3 Year | 23.06% | 18.62% |
5 Year | - | 18.81% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.91% | 16.40% |
Sharp | 1.10% | 1.15% |
Beta | 0.94% | 0.92% |
Alpha | 1.22% | 1.93% |
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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 | 5.23 | 10.54 |
Small Cap | 19.41 | 13.63 |
Mid Cap | 65.52 | 64.47 |
Large Cap | 9.84 | 11.36 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.05 | 7.95 |
Technology | 10.66 | 6.5 |
Industrials | 21.93 | 14.53 |
Financial Services | 20.13 | 17.21 |
Healthcare | 12.13 | 10.4 |
Consumer Cyclical | 8.66 | 18.72 |
Basic Materials | 10.09 | 10.57 |
Energy | 2.34 | 2.05 |
Consumer Defensive | 4.28 | 4.02 |
Real Estate | 2.82 | 3.74 |
Utilities | 3.27 | 1.87 |
Communication Services | 1.66 | 2.44 |
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