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

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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

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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 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) ₹1201 Cr ₹4946 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 1.18% 0.27%
6 Month 9.82% 10.77%
1 Year -8.12% -6.39%
3 Year 21.66% 20.48%
5 Year - 23.64%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Tata Mid Cap Fund Regular Plan- Growth Option
6 Month -0.37% 0.9%
1 Year 3.24% 6.29%
3 Year 17.67% 16.24%
5 Year - 18.09%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Tata Mid Cap Fund Regular Plan- Growth Option
1 Year 11.69% 16.23%
3 Year 23.19% 17.31%
5 Year - 17.35%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation 16.30% 13.05%
Sharp 0.83% 0.89%
Beta 0.97% 0.9%
Alpha -0.89% -0.74%

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 12.28 6.45
Small Cap 17.05 15.23
Mid Cap 60.63 69.73
Large Cap 10.04 8.59

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Tata Mid Cap Fund Regular Plan- Growth Option

Others 3.83 5.38
Technology 10.76 5.13
Financial Services 26.05 16.5
Consumer Cyclical 10.75 13.97
Healthcare 11.35 14.31
Industrials 19.75 19.23
Basic Materials 7.68 12.67
Energy 1 1.37
Utilities 2.81 2
Consumer Defensive 3.3 2.28
Real Estate 1.12 3.86
Communication Services 1.61 3.3

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