Axis Midcap Fund vs ITI Mid Cap Fund Regular compare

Overview

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
Fund	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹984 Cr	₹30145 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 May 2021	06 Feb 2011
Category	Mid Cap	Mid Cap
Fund Type	Open-ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	BSE 150 MidCap Index
Turn Over	%	23%
Expense Ratio	2.16	1.57
Manager	Rohan Korde	Shreyash Devalkar
ISIN Code	INF00XX01895	INF846K01859
Exits Load	Exit load of 1% if redeemed within 12 months./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
1 Month	1.66%	7.5%
6 Month	27.99%	28.3%
1 Year	67.26%	43.85%
3 Year	25.91%	18.69%
5 Year	-	26.49%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	29.45%	22.32%
3 Year	63.57%	43.83%
5 Year	67.28%	85.21%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
1 Year	24.34%	25.5%
3 Year	73.64%	62.31%
5 Year	75.77%	94.68%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
Standard Deviation	14.37%	13.08%
Sharp	1.22%	1.02%
Beta	0.89%	0.8%
Alpha	-0.32%	-1.29%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
Name	Rohan Korde	Shreyash Devalkar
Total AUM	₹4626 Cr	₹166770 Cr
Fund Manage	10	14
	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
Mid Cap	60.31	65.23
Large Cap	20.62	22.39
Small Cap	14.85	3.26
Others	1.92	9.13

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
Chemicals & Petrochemicals	2.83	-
Power	5.84	-
Realty	5.47	-
Healthcare Services	3.53	-
Pharmaceuticals & Biotechnology	4.78	-
Auto Components	7.45	-
Industrial Products	7.44	-
Telecom - Services	3.97	-
Banks	6.62	-
Aerospace & Defense	4.62	-
Ferrous Metals	2.97	-
Finance	7.8	-
Electrical Equipment	5.39	-
Oil	1.5	-
IT - Software	6.02	-
Others	1.92	5.04
IT - Services	1.46	-
Industrial Manufacturing	3.95	-
Retailing	1.93	-
Cement & Cement Products	1.57	-
Petroleum Products	1.83	-
Transport Services	0.9	-
Construction	1.39	3.38
Automobiles	1.66	-
Fertilizers & Agrochemicals	0.83	-
Minerals & Mining	0.83	-
Leisure Services	0.82	-
Diversified FMCG	0.73	-
Non - Ferrous Metals	0.72	-
Entertainment	0.7	-
Gas	0.23	-
Materials	-	7.43
Capital Goods	-	17.55
Services	-	10.09
Financial	-	12.69
Automobile	-	11.62
Healthcare	-	8.69
Chemicals	-	7.13
Technology	-	3.37
Communication	-	2.16
Metals & Mining	-	2.62
Consumer Discretionary	-	1.68
Diversified	-	2.09
Energy	-	3.26
Textiles	-	0.69
Insurance	-	0.52