Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mirae Asset Midcap Fund vs ITI Mid Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Mid Cap Fund Regular - Growth

Invest Now

tortoise-icon Mirae Asset Midcap Fund - Regular Plan-Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1224 Cr ₹17031 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 -2.83% -2.28%
6 Month 15.61% 21.98%
1 Year -10.03% -3.2%
3 Year 20.99% 18.29%
5 Year - 24.77%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option
6 Month -0.36% 3.95%
1 Year -0.7% 9.22%
3 Year 17.91% 17.02%
5 Year - 18.76%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Year 15.76% 23.67%
3 Year 23.51% 24.09%
5 Year - 28.69%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option
Standard Deviation 16.28% 15.80%
Sharp 1.00% 0.81%
Beta 0.98% 0.95%
Alpha -0.74% -3.82%

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 8.68 3.07
Small Cap 18.56 18.84
Mid Cap 64.71 68.95
Large Cap 8.04 9.14

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Others 2.7 2.05
Technology 10.74 7.7
Financial Services 23.99 21.31
Consumer Cyclical 8.36 16.62
Healthcare 11.33 12.35
Industrials 21.78 16.82
Basic Materials 9.25 9.15
Energy 0.95 1.13
Utilities 3.61 3.27
Consumer Defensive 3.29 2.38
Real Estate 2.36 3.29
Communication Services 1.64 3.91

Top Comparisons

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns15.79%

VS

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns14.95%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns15.67%

VS

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Aditya Birla Sun Life Savings Fund-Retail Growth Aditya Birla Sun Life Savings Fund-Retail Growth

3Y Returns7.41%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.26%

Compare Now

Franklin India Aggressive Hybrid Fund - Growth Plan Franklin India Aggressive Hybrid Fund - Growth Plan

3Y Returns14.47%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns13.02%

Compare Now
Add to Cart Successfully