Motilal Oswal Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
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) | ₹1249 Cr | ₹33609 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 |
Trailing Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Month | -2.99% | -0.72% |
6 Month | 13.01% | 10.95% |
1 Year | -5.19% | 3.93% |
3 Year | 21.92% | 28% |
5 Year | - | 33.9% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 2.72% | 5.74% |
1 Year | 1% | 3.05% |
3 Year | 19.17% | 25.48% |
5 Year | - | 28.35% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 15.76% | 17.59% |
3 Year | 23.51% | 19.99% |
5 Year | - | 14.42% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 16.28% | 17.44% |
Sharp | 1.00% | 1.21% |
Beta | 0.98% | 0.86% |
Alpha | -0.74% | 6.06% |
Fund Managers
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 |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 8.68 | 27.32 |
Small Cap | 18.56 | - |
Mid Cap | 64.71 | 59.26 |
Large Cap | 8.04 | 13.42 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 2.7 | 17.96 |
Technology | 10.74 | 34.22 |
Financial Services | 23.99 | 2.6 |
Consumer Cyclical | 8.36 | 16.7 |
Healthcare | 11.33 | 3.7 |
Industrials | 21.78 | 18.95 |
Basic Materials | 9.25 | - |
Energy | 0.95 | - |
Utilities | 3.61 | - |
Consumer Defensive | 3.29 | - |
Real Estate | 2.36 | 2.03 |
Communication Services | 1.64 | 3.85 |
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