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) | ₹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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