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Tata Mid Cap Growth Fund Regular Plan vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1290 Cr | ₹5283 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 Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.94% | 2.51% |
| 6 Month | 7.71% | 9.7% |
| 1 Year | 6.76% | 7.22% |
| 3 Year | 23.54% | 22% |
| 5 Year | - | 22.49% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.13% | 3.49% |
| 1 Year | 13.78% | 17.7% |
| 3 Year | 19.11% | 18.01% |
| 5 Year | - | 18.73% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 11.69% | 16.03% |
| 3 Year | 23.19% | 17.48% |
| 5 Year | - | 17.45% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 16.35% | 13.05% |
| Sharp | 0.96% | 1.01% |
| Beta | 1.00% | 0.9% |
| Alpha | -0.49% | -0.72% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap 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 Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 13.23 | 7.02 |
| Mid Cap | 62.64 | 70.8 |
| Large Cap | 9.39 | 8.76 |
| Small Cap | 14.75 | 13.42 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.97 | 5.15 |
| Financial Services | 24.97 | 18.39 |
| Consumer Cyclical | 10.09 | 12.88 |
| Technology | 12.62 | 4.87 |
| Industrials | 21.15 | 18.83 |
| Healthcare | 10.87 | 14.69 |
| Basic Materials | 10.96 | 11.93 |
| Energy | 0.8 | 1.62 |
| Utilities | 1.13 | 1.94 |
| Consumer Defensive | 2.83 | 3.15 |
| Real Estate | 0 | 3.28 |
| Communication Services | 1.62 | 3.27 |
Top Comparisons
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