Quant Mid Cap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1290 Cr | ₹8608 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.06 | 1.75 |
| Manager | Rohan Korde | Sanjeev Sharma |
| ISIN Code | INF00XX01895 | INF966L01176 |
| 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 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -0.9% | -2.83% |
| 6 Month | 3.01% | -3.53% |
| 1 Year | -1.01% | -6.83% |
| 3 Year | 22.59% | 14.19% |
| 5 Year | - | 21.94% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.28% | -0.69% |
| 1 Year | 15.63% | 2.17% |
| 3 Year | 18.37% | 8.66% |
| 5 Year | - | 15.1% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 11.69% | 11.49% |
| 3 Year | 23.19% | 12.57% |
| 5 Year | - | 11.03% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.34% | 17.376% |
| Sharp | 0.96% | 0.838% |
| Beta | 1.00% | 0.924% |
| Alpha | -0.38% | 0.658% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Rohan Korde | Sanjeev Sharma |
| Total AUM | ₹4626 Cr | ₹39731 Cr |
| Funds Managed | 10 | 22 |
| ITI Mid Cap Fund Regular - Growth | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 12.43 | 29.22 |
| Mid Cap | 62 | 59.32 |
| Large Cap | 9.57 | 11.45 |
| Small Cap | 15.99 | - |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.03 | 26.79 |
| Financial Services | 25.98 | 6.18 |
| Consumer Cyclical | 11.26 | 0 |
| Technology | 13.12 | 6.93 |
| Industrials | 19.75 | 17.5 |
| Healthcare | 11.7 | 11.2 |
| Basic Materials | 10.73 | 8.78 |
| Energy | 0.73 | 5.79 |
| Consumer Defensive | 1.97 | 5.14 |
| Communication Services | 1.63 | 8.62 |
| Utilities | 1.11 | 2.18 |
| Real Estate | - | 0.88 |
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