Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Mid Cap Growth Fund Regular Plan vs ITI Mid Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Mid Cap Fund Regular - Growth

Invest Now

tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Mid Cap Fund Regular - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund ITI Mid Cap Fund Regular - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1095 Cr ₹4354 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Mar 2021 31 Mar 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over % 69.98%
Expense Ratio 2.06 1.87
Manager Rohan Korde Satish Chandra Mishra
ISIN Code INF00XX01895 INF277K01626
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 Tata Mid Cap Growth Fund - Regular Plan - 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 Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 7.36% 7.06%
6 Month -1.1% -3.01%
1 Year 6.15% 5.42%
3 Year 26.64% 23.43%
5 Year - 28.01%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month -1.84% -0.73%
1 Year -13.62% -11.1%
3 Year 18.78% 16.27%
5 Year - 18.84%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 18.59% 17.53%
3 Year 23.23% 16.61%
5 Year - 17.03%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 15.396% 13.05%
Sharp 0.922% 0.78%
Beta 0.903% 0.91%
Alpha 0.547% -1.76%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name Rohan Korde Satish Chandra Mishra
Total AUM ₹4626 Cr ₹13117 Cr
Funds Managed 10 5
ITI Mid Cap Fund Regular - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 7.19 7.34
Mid Cap 67.18 67.05
Small Cap 18.11 17.19
Large Cap 7.52 8.42

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 5.54 7.34
Utilities 2.37 -
Technology 16.29 -
Industrials 20.88 -
Financial Services 19.06 -
Healthcare 12.55 -
Consumer Cyclical 9.91 -
Basic Materials 5.77 -
Energy 1.88 -
Real Estate 2.04 -
Communication Services 1.44 -
Consumer Defensive 2.29 -
Fertilizers & Agrochemicals - 3.25
Industrial Products - 6.41
Cement & Cement Products - 3.63
Healthcare Services - 1.77
Chemicals & Petrochemicals - 1.9
Pharmaceuticals & Biotechnology - 12.9
Banks - 6.61
Realty - 4.46
Petroleum Products - 1.5
Finance - 6.47
Telecom - Services - 3.14
Electrical Equipment - 2.37
Insurance - 5.92
Construction - 2.03
Gas - 2.11
Agricultural, Commercial & Construction Vehicles - 1.11
Consumer Durables - 2.67
IT - Software - 4.45
Aerospace & Defense - 1.11
Auto Components - 5.71
Leisure Services - 3.68
Diversified - 0.67
Agricultural Food & other Products - 1.13
Transport Infrastructure - 3.43
Textiles & Apparels - 1.99
Transport Services - 0.45
Power - 0.69
Commercial Services & Supplies - 1.1

Top Comparisons

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns20%

VS

Axis Nifty 100 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option

3Y Returns16.31%

Compare Now

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns15.58%

VS

Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns16.97%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns29.34%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns24.64%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns19.53%

VS

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns15.02%

Compare Now
Add to Cart Successfully