ITI Mid Cap Fund Regular vs Tata Mid Cap Growth Fund Regular Plan compare

ITI Mid Cap Fund Regular vs Tata Mid Cap Growth Fund Regular Plan compare

Link copied to clipboard!

ITI Mid Cap Fund Regular - Growth

Invest Now

Tata Mid Cap Fund Regular Plan- Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Fund	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹1290 Cr	₹5420 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	05 Mar 2021	31 Mar 2004
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	%	69.98%
Expense Ratio	2.06	1.87
Manager	Rohan Korde	Satish Chandra Mishra
ISIN Code	INF00XX01895	INF277K01626
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	Tata Mid Cap Growth 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	Tata Mid Cap Fund Regular Plan- Growth Option
1 Month	-0.37%	-0.36%
6 Month	2.88%	5.28%
1 Year	-1.34%	2.21%
3 Year	22.35%	21.14%
5 Year	-	21.29%

SIP Return Analysis

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	2.28%	2.66%
1 Year	15.63%	17.73%
3 Year	18.37%	16.88%
5 Year	-	18.03%

Rolling Lumpsum Returns

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	11.69%	15.85%
3 Year	23.19%	17.59%
5 Year	-	17.48%

Risk Management

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	16.34%	14.55%
Sharp	0.96%	0.96%
Beta	1.00%	0.90%
Alpha	-0.38%	-0.37%

Fund Managers

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Name	Rohan Korde	Satish Chandra Mishra
Total AUM	₹4626 Cr	₹13117 Cr
Funds Managed	10	5
	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option

Market Cap

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	13.23	7.02
Mid Cap	62.64	70.8
Large Cap	9.39	8.76
Small Cap	14.75	13.42

Sector Allocation

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	2.97	5.15
Financial Services	24.97	18.39
Consumer Cyclical	10.09	12.88
Technology	12.62	4.87
Industrials	21.15	18.83
Healthcare	10.87	14.69
Basic Materials	10.96	11.93
Energy	0.8	1.62
Utilities	1.13	1.94
Consumer Defensive	2.83	3.15
Real Estate	0	3.28
Communication Services	1.62	3.27

Top Comparisons

ITI Banking and PSU Fund Regular - Growth

3Y Returns6.96%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns7.17%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns17.99%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns16.2%

Compare Now

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns15.08%

VS

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns20.68%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully