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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 | 1.64% | 0.69% |
| 6 Month | 14.93% | 16.87% |
| 1 Year | -3.24% | 0.24% |
| 3 Year | 22.85% | 23.93% |
| 5 Year | - | 26.67% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.87% | 3.25% |
| 1 Year | 12.78% | 15.54% |
| 3 Year | 19.8% | 21.93% |
| 5 Year | - | 21.85% |
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 | 16.24% | 14.94% |
| Sharp | 0.87% | 1.01% |
| Beta | 0.98% | 0.90% |
| Alpha | -1.12% | 1.00% |
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 | 12.28 | 7.85 |
| Small Cap | 17.05 | 14.88 |
| Mid Cap | 60.63 | 66.45 |
| Large Cap | 10.04 | 10.82 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.83 | 4.8 |
| Technology | 11.63 | 5.82 |
| Financial Services | 26.05 | 19.14 |
| Consumer Cyclical | 10.75 | 18 |
| Healthcare | 11.35 | 11.81 |
| Industrials | 18.88 | 14.64 |
| Basic Materials | 7.68 | 10.56 |
| Energy | 1 | 1.85 |
| Utilities | 2.81 | 2.41 |
| Consumer Defensive | 3.3 | 5.19 |
| Real Estate | 1.12 | 3.59 |
| Communication Services | 1.61 | 2.2 |
Top Comparisons
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.49%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns11.14%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns10.72%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns27.55%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns22.74%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns7.01%
LIC MF Liquid Fund-Growth
3Y Returns6.96%
