Motilal Oswal Midcap Fund vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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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	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1309 Cr	₹38003 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	05 Mar 2021	24 Feb 2014
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	%	120%
Expense Ratio	2.06	1.58
Manager	Rohan Korde	Rakesh Shetty
ISIN Code	INF00XX01895	INF247L01411
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	Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month	3.28%	-2.54%
6 Month	5.41%	-3.54%
1 Year	6.03%	-9.86%
3 Year	25.01%	26.01%
5 Year	-	27.02%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month	5.95%	-3.28%
1 Year	21.86%	1.3%
3 Year	19.54%	16.96%
5 Year	-	22.44%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year	7.61%	16.54%
3 Year	23.04%	20.92%
5 Year	-	14.9%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation	14.37%	13.31%
Sharp	1.01%	1.07%
Beta	1%	0.91%
Alpha	-0.53%	3.46%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name	Rohan Korde	Rakesh Shetty
Total AUM	₹4626 Cr	₹33886 Cr
Funds Managed	10	19
	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	2.07	25.31
Mid Cap	67.88	58.51
Small Cap	19.15	-
Large Cap	10.9	16.18

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	2.07	16.4
Banks	7.7	-
Retailing	3.04	-
IT - Services	1.01	-
Construction	1.67	-
Healthcare Services	3.24	-
Finance	10.36	-
Electrical Equipment	2.42	-
Agricultural, Commercial & Construction Vehicles	3.25	-
Chemicals & Petrochemicals	4.22	-
Pharmaceuticals & Biotechnology	8.45	-
IT - Software	6.75	-
Oil	0.73	-
Automobiles	3.92	-
IT - Hardware	0.67	-
Consumer Durables	5.97	-
Capital Markets	5.03	-
Non - Ferrous Metals	3.07	-
Industrial Products	6.19	-
Agricultural Food & other Products	1.19	-
Diversified Metals	0.74	-
Industrial Manufacturing	2.15	-
Ferrous Metals	1.44	-
Auto Components	4.7	-
Telecom - Services	1.63	-
Financial Technology (Fintech)	3.23	-
Power	1.11	-
Textiles & Apparels	0.99	-
Insurance	1.01	-
Cement & Cement Products	1.27	-
Beverages	0.78	-
Healthcare	-	0.85
Financial Services	-	10.65
Technology	-	34.62
Consumer Cyclical	-	15.12
Communication Services	-	9.14
Industrials	-	10.84
Real Estate	-	2.38