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Sundaram Mid Cap Fund Regular Plan vs ITI Mid Cap Fund Regular compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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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 Sundaram Mid Cap Fund Regular Plan - Growth
Fund ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1095 Cr ₹11638 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Mar 2021 19 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over % 45%
Expense Ratio 2.06 1.77
Manager Rohan Korde Ratish Varier
ISIN Code INF00XX01895 INF903J01173
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 Sundaram Mid Cap 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 Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 1.66% 3.02%
6 Month -7.81% -5.98%
1 Year 1.39% 10.38%
3 Year 22.11% 22.14%
5 Year - 28.64%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -0.6% -0.12%
1 Year -11.45% -5.04%
3 Year 21.29% 22.46%
5 Year - 23.06%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 18.59% 21.47%
3 Year 23.23% 18.34%
5 Year - 18.67%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 15.396% 16.453%
Sharp 0.922% 0.764%
Beta 0.903% 0.915%
Alpha 0.547% 0.528%

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Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Name Rohan Korde Ratish Varier
Total AUM ₹4626 Cr ₹12102 Cr
Funds Managed 10 3
ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 7.19 6.38
Mid Cap 67.18 65.33
Small Cap 18.11 13.03
Large Cap 7.52 15.27

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 5.54 5.37
Utilities 2.37 2.1
Technology 16.29 6.45
Industrials 20.88 14.82
Financial Services 19.06 19.52
Healthcare 12.55 11.03
Consumer Cyclical 9.91 18.88
Basic Materials 5.77 9.99
Energy 1.88 1.7
Real Estate 2.04 3.43
Communication Services 1.44 3.32
Consumer Defensive 2.29 3.4

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