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

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ITI Mid Cap Fund Regular - Growth

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Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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 Growth Fund Regular Plan- Growth Option
Fund	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1095 Cr	₹4354 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

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month	3.81%	3.59%
6 Month	0.09%	-0.57%
1 Year	1.35%	1.55%
3 Year	26.28%	22.87%
5 Year	-	29.05%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month	5.67%	4.43%
1 Year	-0.83%	-2.4%
3 Year	23.82%	19.56%
5 Year	-	20.61%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year	18.59%	17.53%
3 Year	23.23%	16.61%
5 Year	-	17.03%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation	15.396%	13.05%
Sharp	0.922%	0.78%
Beta	0.903%	0.91%
Alpha	0.547%	-1.76%

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Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Growth 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 Growth Fund Regular Plan- Growth Option

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	7.19	7.34
Mid Cap	67.18	67.05
Small Cap	18.11	17.19
Large Cap	7.52	8.42

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	5.54	7.34
Utilities	2.37	-
Technology	16.29	-
Industrials	20.88	-
Financial Services	19.06	-
Healthcare	12.55	-
Consumer Cyclical	9.91	-
Basic Materials	5.77	-
Energy	1.88	-
Real Estate	2.04	-
Communication Services	1.44	-
Consumer Defensive	2.29	-
Fertilizers & Agrochemicals	-	3.25
Industrial Products	-	6.41
Cement & Cement Products	-	3.63
Healthcare Services	-	1.77
Chemicals & Petrochemicals	-	1.9
Pharmaceuticals & Biotechnology	-	12.9
Banks	-	6.61
Realty	-	4.46
Petroleum Products	-	1.5
Finance	-	6.47
Telecom - Services	-	3.14
Electrical Equipment	-	2.37
Insurance	-	5.92
Construction	-	2.03
Gas	-	2.11
Agricultural, Commercial & Construction Vehicles	-	1.11
Consumer Durables	-	2.67
IT - Software	-	4.45
Aerospace & Defense	-	1.11
Auto Components	-	5.71
Leisure Services	-	3.68
Diversified	-	0.67
Agricultural Food & other Products	-	1.13
Transport Infrastructure	-	3.43
Textiles & Apparels	-	1.99
Transport Services	-	0.45
Power	-	0.69
Commercial Services & Supplies	-	1.1