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ITI Mid Cap Fund Regular vs Tata Mid Cap Growth Fund Regular Plan compare
ITI Mid Cap Fund Regular - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
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) | ₹1201 Cr | ₹5043 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 | 3.93% | 3.43% |
| 6 Month | 10.97% | 10.69% |
| 1 Year | 2.41% | 2.71% |
| 3 Year | 22.96% | 21.14% |
| 5 Year | - | 24.32% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.16% | 0.44% |
| 1 Year | 6.84% | 8.43% |
| 3 Year | 16.99% | 15.13% |
| 5 Year | - | 17.22% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 11.69% | 16.23% |
| 3 Year | 23.19% | 17.31% |
| 5 Year | - | 17.35% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 16.35% | 14.55% |
| Sharp | 0.96% | 0.95% |
| Beta | 1.00% | 0.90% |
| Alpha | -0.49% | -0.58% |
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 | 10.07 | 5.89 |
| Mid Cap | 62.06 | 70.5 |
| Large Cap | 9.11 | 8.73 |
| Small Cap | 18.75 | 14.88 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1.77 | 4.66 |
| Financial Services | 22.11 | 16.6 |
| Consumer Cyclical | 10.2 | 13.75 |
| Technology | 12.5 | 4.69 |
| Industrials | 21.12 | 19.77 |
| Healthcare | 12.04 | 14.95 |
| Basic Materials | 9.34 | 11.95 |
| Energy | 1.13 | 1.58 |
| Utilities | 2.93 | 1.97 |
| Consumer Defensive | 4.31 | 3.17 |
| Real Estate | 1.07 | 3.8 |
| Communication Services | 1.47 | 3.11 |
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