Axis Midcap Fund 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 Axis Midcap Fund - Regular Plan - Growth

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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 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

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Axis Midcap Fund - Regular Plan - Growth
1 Month 1.66% -6.21%
6 Month 27.99% 14.72%
1 Year 67.26% 43.63%
3 Year 25.91% 16.12%
5 Year - 22.56%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Axis Midcap Fund - Regular Plan - Growth
1 Year 18.02% 16.58%
3 Year 23.95% 19.76%
5 Year - 19.44%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 14.37% 13.08%
Sharp 1.22% 0.92%
Beta 0.89% 0.81%
Alpha -0.32% -1.34%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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