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Sundaram Mid Cap Fund Regular Plan vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹1201 Cr | ₹12585 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 | 1.15% | 2% |
| 6 Month | 9.63% | 12.36% |
| 1 Year | 0.78% | 4.83% |
| 3 Year | 22.08% | 23.47% |
| 5 Year | - | 26.06% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.05% | 5.34% |
| 1 Year | 15.46% | 20.21% |
| 3 Year | 20.07% | 23.09% |
| 5 Year | - | 22.46% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.69% | 20.33% |
| 3 Year | 23.19% | 19.02% |
| 5 Year | - | 18.97% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.35% | 15.06% |
| Sharp | 0.96% | 1.09% |
| Beta | 1.00% | 0.93% |
| Alpha | -0.49% | 1.50% |
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 | 10.07 | 6.89 |
| Mid Cap | 62.06 | 67.99 |
| Large Cap | 9.11 | 10.91 |
| Small Cap | 18.75 | 14.22 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.77 | 3.87 |
| Financial Services | 22.11 | 19.58 |
| Consumer Cyclical | 10.2 | 17.35 |
| Technology | 12.5 | 5.48 |
| Industrials | 21.12 | 14.8 |
| Healthcare | 12.04 | 11.72 |
| Basic Materials | 9.34 | 10.47 |
| Energy | 1.13 | 2.16 |
| Utilities | 2.93 | 2.52 |
| Consumer Defensive | 4.31 | 6.31 |
| Real Estate | 1.07 | 3.58 |
| Communication Services | 1.47 | 2.15 |
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