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	-7.54%	-5.76%
6 Month	2.82%	7.88%
1 Year	38.68%	34.63%
3 Year	19.21%	14.29%
5 Year	-	22.19%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	21.65%	26.37%
3 Year	31.77%	25.28%
5 Year	-	24.07%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
1 Year	18.31%	16.59%
3 Year	23.99%	19.75%
5 Year	-	19.46%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
Standard Deviation	14.37%	13.08%
Sharp	1.22%	0.71%
Beta	0.89%	0.81%
Alpha	-0.32%	-2.93%

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
Others	1.92	9.13
Mid Cap	60.31	65.23
Small Cap	14.85	3.26
Large Cap	20.62	22.39

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