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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 | -2.27% | -0.74% |
| 6 Month | 10.28% | 8.61% |
| 1 Year | -5.31% | 3.43% |
| 3 Year | 22.06% | 27.81% |
| 5 Year | - | 33.62% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 4.51% | 5.38% |
| 1 Year | 0.22% | -0.92% |
| 3 Year | 18.82% | 24.11% |
| 5 Year | - | 27.57% |
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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