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

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

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ITI Mid Cap Fund Regular - Growth

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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)	₹1329 Cr	₹13293 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	-2.2%	-2%
6 Month	2.8%	1.12%
1 Year	11.29%	11.53%
3 Year	24.76%	24.99%
5 Year	-	21.83%

SIP Return Analysis

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-2.02%	-2.63%
1 Year	3.52%	4.21%
3 Year	14.01%	15.69%
5 Year	-	18.69%

Rolling Lumpsum Returns

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	7.61%	19.89%
3 Year	23.06%	19.56%
5 Year	-	19.1%

Risk Management

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	14.37%	13.35%
Sharp	1.08%	1.16%
Beta	0.99%	0.93%
Alpha	0.34%	1.29%

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	11.88	7.65
Mid Cap	62.18	69.27
Large Cap	9.61	9.64
Small Cap	16.32	13.44

Sector Allocation

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	1.13	4.56
Financial Services	27.89	22.43
Consumer Cyclical	10.17	15.55
Technology	11.48	6.11
Industrials	20.43	14.51
Healthcare	11.54	9.78
Basic Materials	11.96	9.84
Energy	0.69	2.31
Consumer Defensive	2.21	6.25
Communication Services	1.4	2.41
Utilities	1.1	2.45
Real Estate	-	3.8

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