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 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 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)	₹1309 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

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Month	2.66%	1.79%
6 Month	5.06%	4.62%
1 Year	4.59%	5.54%
3 Year	24.66%	22.45%
5 Year	-	20.85%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	5.95%	4.95%
1 Year	21.86%	20.55%
3 Year	19.54%	17.09%
5 Year	-	18.34%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	11.69%	15.64%
3 Year	23.19%	17.69%
5 Year	-	17.52%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	14.37%	13.05%
Sharp	1.01%	1.02%
Beta	1%	0.9%
Alpha	-0.53%	-0.5%

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

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	2.07	6.3
Mid Cap	67.88	67.85
Small Cap	19.15	13.51
Large Cap	10.9	12.34

Scheme Name	ITI Mid Cap Fund Regular - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	2.07	6.3
Banks	7.7	8.83
Retailing	3.04	-
IT - Services	1.01	-
Construction	1.67	0.75
Healthcare Services	3.24	2.96
Finance	10.36	7.89
Electrical Equipment	2.42	2.17
Agricultural, Commercial & Construction Vehicles	3.25	1.17
Chemicals & Petrochemicals	4.22	2.63
Pharmaceuticals & Biotechnology	8.45	9.91
IT - Software	6.75	5.18
Oil	0.73	-
Automobiles	3.92	-
IT - Hardware	0.67	-
Consumer Durables	5.97	3.58
Capital Markets	5.03	0.29
Non - Ferrous Metals	3.07	-
Industrial Products	6.19	4.11
Agricultural Food & other Products	1.19	3.99
Diversified Metals	0.74	-
Industrial Manufacturing	2.15	-
Ferrous Metals	1.44	0.96
Auto Components	4.7	7.3
Telecom - Services	1.63	2.89
Financial Technology (Fintech)	3.23	-
Power	1.11	0.49
Textiles & Apparels	0.99	1.66
Insurance	1.01	4.54
Cement & Cement Products	1.27	3.75
Beverages	0.78	-
Realty	-	2.48
Petroleum Products	-	1.52
Gas	-	1.32
Aerospace & Defense	-	1.22
Leisure Services	-	2.7
Diversified	-	0.68
Fertilizers & Agrochemicals	-	4.51
Transport Infrastructure	-	2.8
Transport Services	-	0.62
Commercial Services & Supplies	-	0.8