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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) | ₹1290 Cr | ₹13236 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 | 0.32% | -0.84% |
| 6 Month | 3.14% | 5.28% |
| 1 Year | -0.35% | 2.82% |
| 3 Year | 22.13% | 23.05% |
| 5 Year | - | 23.88% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.3% | 2.97% |
| 1 Year | 15.91% | 17.7% |
| 3 Year | 18.63% | 20.83% |
| 5 Year | - | 21.12% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.69% | 20.09% |
| 3 Year | 23.19% | 19.42% |
| 5 Year | - | 19.06% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.34% | 13.35% |
| Sharp | 0.96% | 1.14% |
| Beta | 1.00% | 0.93% |
| Alpha | -0.38% | 1.35% |
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 | 13.23 | 9.45 |
| Mid Cap | 62.64 | 67.27 |
| Large Cap | 9.39 | 10.28 |
| Small Cap | 14.75 | 13.01 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 6.72 |
| Financial Services | 24.97 | 20.32 |
| Consumer Cyclical | 10.09 | 16.05 |
| Technology | 12.62 | 5.69 |
| Industrials | 21.15 | 14.56 |
| Healthcare | 10.87 | 10.39 |
| Basic Materials | 10.96 | 9.54 |
| Energy | 0.8 | 2.21 |
| Utilities | 1.13 | 2.46 |
| Consumer Defensive | 2.83 | 6.08 |
| Real Estate | 0 | 3.78 |
| Communication Services | 1.62 | 2.21 |
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