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 | 6.76% | 8.12% |
6 Month | 1.7% | 1.06% |
1 Year | 5.16% | 5.42% |
3 Year | 27.4% | 21.66% |
5 Year | - | 31.22% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | -1.84% | -0.87% |
1 Year | -13.62% | -11.31% |
3 Year | 18.78% | 13.53% |
5 Year | - | 17.87% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.85%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.26%
Invesco India GILT Fund - Growth
3Y Returns8.26%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns8.44%
ICICI Prudential Bluechip Fund - Growth
3Y Returns22.1%
HSBC Large Cap Fund - Regular Growth
3Y Returns18.71%
SBI Balanced Advantage Fund Regular Growth
3Y Returns15.22%
Invesco India Dynamic Equity Fund - Growth
3Y Returns15.54%