Mirae Asset Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | ITI Mid Cap Fund Regular - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Fund | ITI Mid Cap Fund Regular - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1095 Cr | ₹15461 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Mar 2021 | 29 Jul 2019 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | % | 34% |
Expense Ratio | 2.06 | 1.67 |
Manager | Rohan Korde | Ankit Jain |
ISIN Code | INF00XX01895 | INF769K01EY2 |
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 | Mirae Asset Midcap 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 | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Month | 5.21% | 6.29% |
6 Month | -8.26% | -9.1% |
1 Year | 1.21% | 1.32% |
3 Year | 23.06% | 17.42% |
5 Year | - | 29.85% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | -1.29% | -0.85% |
1 Year | -12.04% | -9.72% |
3 Year | 20.07% | 14.59% |
5 Year | - | 18.63% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Year | 18.59% | 25.71% |
3 Year | 23.23% | 25.27% |
5 Year | - | 26.62% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 15.396% | 15.754% |
Sharp | 0.922% | 0.606% |
Beta | 0.903% | 0.932% |
Alpha | 0.547% | -4.489% |
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Fund Managers
Scheme Name | ITI Mid Cap Fund Regular - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Name | Rohan Korde | Ankit Jain |
Total AUM | ₹4626 Cr | ₹47966 Cr |
Funds Managed | 10 | 4 |
ITI Mid Cap Fund Regular - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 7.19 | 0.78 |
Mid Cap | 67.18 | 66.44 |
Small Cap | 18.11 | 23.96 |
Large Cap | 7.52 | 8.82 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 5.54 | 0.78 |
Utilities | 2.37 | 4.09 |
Technology | 16.29 | 8.92 |
Industrials | 20.88 | 15.44 |
Financial Services | 19.06 | 20.31 |
Healthcare | 12.55 | 12.05 |
Consumer Cyclical | 9.91 | 16.56 |
Basic Materials | 5.77 | 9.58 |
Energy | 1.88 | 2.07 |
Real Estate | 2.04 | 3.07 |
Communication Services | 1.44 | 3.83 |
Consumer Defensive | 2.29 | 3.28 |
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