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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) | ₹1224 Cr | ₹4984 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 | -2.83% | -2.8% |
| 6 Month | 15.61% | 16.74% |
| 1 Year | -10.03% | -5.52% |
| 3 Year | 20.99% | 19.71% |
| 5 Year | - | 23.2% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.36% | 1.82% |
| 1 Year | -0.7% | 3.56% |
| 3 Year | 17.91% | 16.76% |
| 5 Year | - | 18.55% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.76% | 16.58% |
| 3 Year | 23.51% | 17.11% |
| 5 Year | - | 17.28% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 16.28% | 13.05% |
| Sharp | 1.00% | 1.05% |
| Beta | 0.98% | 0.9% |
| Alpha | -0.74% | -1.2% |
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 | 8.68 | 5.6 |
| Small Cap | 18.56 | 15.99 |
| Mid Cap | 64.71 | 69.81 |
| Large Cap | 8.04 | 8.59 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.7 | 5.6 |
| Technology | 10.74 | 4.09 |
| Financial Services | 23.99 | 16.26 |
| Consumer Cyclical | 8.36 | 13.37 |
| Healthcare | 11.33 | 14.69 |
| Industrials | 21.78 | 19.74 |
| Basic Materials | 9.25 | 13.11 |
| Energy | 0.95 | 1.51 |
| Utilities | 3.61 | 2 |
| Consumer Defensive | 3.29 | 2.39 |
| Real Estate | 2.36 | 3.98 |
| Communication Services | 1.64 | 3.26 |
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