Aditya Birla Sun Life MidCap Fund vs ITI Mid Cap Fund Regular compare

Link copied to clipboard!

ITI Mid Cap Fund Regular - Growth

Invest Now

Aditya Birla Sun Life MidCap Fund-Growth

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	Aditya Birla Sun Life MidCap Fund-Growth
Fund	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1095 Cr	₹5533 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	05 Mar 2021	03 Oct 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	%	16%
Expense Ratio	2.06	1.87
Manager	Rohan Korde	Dhaval Joshi
ISIN Code	INF00XX01895	INF209K01363
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	Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
1 Month	-6.36%	-4.75%
6 Month	-19.46%	-17.07%
1 Year	-0.24%	4.83%
3 Year	20.37%	15.06%
5 Year	-	21.26%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
6 Month	-12.63%	-11.88%
1 Year	-24.65%	-19.22%
3 Year	16.72%	13.29%
5 Year	-	18.08%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
1 Year	19.28%	21%
3 Year	23.54%	18.45%
5 Year	-	15.37%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation	15.396%	13.87%
Sharp	0.922%	0.48%
Beta	0.903%	0.91%
Alpha	0.547%	-4.11%

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

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Name	Rohan Korde	Dhaval Joshi
Total AUM	₹4626 Cr	₹361932 Cr
Fund Manage	10	55
	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Others	7.18833	7.80837
Mid Cap	67.18447	68.21344
Small Cap	18.1102	17.12378
Large Cap	7.517	6.85444

Scheme Name	ITI Mid Cap Fund Regular - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Others	5.53849	5.60295
Utilities	2.36724	2.90955
Technology	16.29079	8.30691
Industrials	20.87922	12.88009
Financial Services	19.05639	17.21608
Healthcare	12.54692	12.50281
Consumer Cyclical	9.90522	16.59074
Basic Materials	5.77268	14.87993
Energy	1.88294	0.75992
Real Estate	2.03831	3.72612
Communication Services	1.43668	1.40016
Consumer Defensive	2.28512	3.22477