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	Very High	Very High
Asset Size (Cr)	₹1110 Cr	₹30008 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Mar 2021	18 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	2.11	1.57
Manager	Rohan Korde	Shreyash Devalkar
ISIN Code	INF00XX01895	INF846K01859
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	Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
1 Month	4.51%	4.24%
6 Month	-1.11%	3.08%
1 Year	31.53%	30.89%
3 Year	23.14%	17.39%
5 Year	-	22.92%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	16.2%	23.49%
3 Year	32%	26.1%
5 Year	-	24.39%

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%	0.76%
Beta	0.89%	0.81%
Alpha	-0.32%	-2.57%

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	2.86	5.54
Mid Cap	71.32	69.81
Small Cap	15.99	6.72
Large Cap	9.83	17.97

Scheme Name	ITI Mid Cap Fund Regular - Growth	Axis Midcap Fund - Regular Plan - Growth
Others	2.86	5.54
Power	5.4	2.16
Industrial Products	7.49	7.04
Construction	1.95	-
IT - Services	1.52	0.67
Finance	8.15	6.28
Healthcare Services	4.41	4.03
Electrical Equipment	7.22	5.55
Agricultural, Commercial & Construction Vehicles	1.01	-
Chemicals & Petrochemicals	3.26	2.95
IT - Software	6.91	6.78
Petroleum Products	1.09	0.45
Transport Services	1.28	0.27
Non - Ferrous Metals	2.02	-
Pharmaceuticals & Biotechnology	6.9	7.54
Banks	4.38	4.49
Aerospace & Defense	1.18	1.26
Insurance	1.46	1.66
Agricultural Food & other Products	1.65	-
Industrial Manufacturing	3.43	0.84
Realty	4.03	4.93
Ferrous Metals	2	0.35
Consumer Durables	2.94	3.39
Capital Markets	1.83	1.32
Auto Components	3.68	10.37
Telecom - Services	1.35	2.15
Financial Technology (Fintech)	1.29	1.44
Automobiles	1.14	1.62
Minerals & Mining	0.97	-
Fertilizers & Agrochemicals	1.2	4.63
Retailing	2.12	4.95
Commercial Services & Supplies	0.92	-
Textiles & Apparels	1.05	0.78
Cement & Cement Products	1	1.59
Transport Infrastructure	0.91	-
Leisure Services	-	3.18
Personal Products	-	1.03
Oil	-	0.14
Diversified	-	0.66