- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹4946 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 | 3.68% | 3.64% |
| 6 Month | 17.77% | 18.38% |
| 1 Year | -5.98% | -3.85% |
| 3 Year | 21.79% | 20.53% |
| 5 Year | - | 23.97% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 3.31% | 4.67% |
| 1 Year | 8.89% | 12.03% |
| 3 Year | 20.08% | 18.5% |
| 5 Year | - | 19.23% |
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 | 16.30% | 13.05% |
| Sharp | 0.83% | 0.89% |
| Beta | 0.97% | 0.9% |
| Alpha | -0.89% | -0.74% |
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 | 12.28 | 6.45 |
| Small Cap | 17.05 | 15.23 |
| Mid Cap | 60.63 | 69.73 |
| Large Cap | 10.04 | 8.59 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.83 | 5.38 |
| Technology | 10.76 | 5.13 |
| Financial Services | 26.05 | 16.5 |
| Consumer Cyclical | 10.75 | 13.97 |
| Healthcare | 11.35 | 14.31 |
| Industrials | 19.75 | 19.23 |
| Basic Materials | 7.68 | 12.67 |
| Energy | 1 | 1.37 |
| Utilities | 2.81 | 2 |
| Consumer Defensive | 3.3 | 2.28 |
| Real Estate | 1.12 | 3.86 |
| Communication Services | 1.61 | 3.3 |
Top Comparisons
Invesco India Multicap Fund - Growth Option
3Y Returns18.77%
DSP Multicap Fund - Regular (G)
3Y Returns0%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.29%
HSBC Banking and PSU Debt Fund - Regular Growth
3Y Returns7.02%
ICICI Prudential Savings Fund - Growth
3Y Returns7.69%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.48%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.94%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.92%
