Axis Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1095 Cr | ₹28380 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 | 2.06 | 1.58 |
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 |
Trailing Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.92% | 1.03% |
6 Month | -5.98% | -5.83% |
1 Year | 2.75% | 9.13% |
3 Year | 22.46% | 16.06% |
5 Year | - | 24.45% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.6% | -0.62% |
1 Year | -11.45% | -7.4% |
3 Year | 21.29% | 17.19% |
5 Year | - | 17.81% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.59% | 16.93% |
3 Year | 23.23% | 19.46% |
5 Year | - | 19.52% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.396% | 13.08% |
Sharp | 0.922% | 0.48% |
Beta | 0.903% | 0.85% |
Alpha | 0.547% | -3.5% |
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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 |
Funds Managed | 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 | 7.19 | 14.81 |
Mid Cap | 67.18 | 65.43 |
Small Cap | 18.11 | 4.44 |
Large Cap | 7.52 | 15.31 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.54 | 14.69 |
Utilities | 2.37 | 1.15 |
Technology | 16.29 | 10.75 |
Industrials | 20.88 | 11.3 |
Financial Services | 19.06 | 14.21 |
Healthcare | 12.55 | 12.81 |
Consumer Cyclical | 9.91 | 18.58 |
Basic Materials | 5.77 | 9.15 |
Energy | 1.88 | 0.52 |
Real Estate | 2.04 | 3.19 |
Communication Services | 1.44 | 2.97 |
Consumer Defensive | 2.29 | 0.68 |
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