Mahindra Manulife Mid Cap Fund vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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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	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Fund	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1201 Cr	₹3994 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Mar 2021	30 Jan 2018
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	%	116%
Expense Ratio	2.06	1.88
Manager	Rohan Korde	Abhinav Khandelwal
ISIN Code	INF00XX01895	INF174V01473
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	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Month	1.89%	1.32%
6 Month	8.03%	7.06%
1 Year	2%	0.67%
3 Year	23.27%	24.28%
5 Year	-	27.45%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month	2.45%	0.43%
1 Year	12.35%	7.56%
3 Year	19.88%	18.81%
5 Year	-	20.73%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year	11.69%	13.81%
3 Year	23.19%	24.35%
5 Year	-	25.31%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Standard Deviation	16.24%	15.31%
Sharp	0.87%	1.00%
Beta	0.98%	0.94%
Alpha	-1.12%	0.61%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Name	Rohan Korde	Abhinav Khandelwal
Total AUM	₹4626 Cr	₹5522 Cr
Funds Managed	10	5
	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Others	10.07	13.17
Mid Cap	62.06	67.48
Large Cap	9.11	9.78
Small Cap	18.75	9.57

Scheme Name	ITI Mid Cap Fund Regular - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Others	1.77	3.95
Financial Services	22.11	18.36
Consumer Cyclical	10.2	14.26
Technology	12.5	7.06
Industrials	21.12	19.55
Healthcare	12.04	15.04
Basic Materials	9.34	7.91
Energy	1.13	1.29
Utilities	2.93	3
Consumer Defensive	4.31	4.93
Real Estate	1.07	1.61
Communication Services	1.47	3.04