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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 Very High Risk Very High Risk
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 -8.03% -5.82%
6 Month -18.02% -12.64%
1 Year 2.96% 10.28%
3 Year 20.22% 14.49%
5 Year - 17.9%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year -17.27% -10.05%
3 Year 19.36% 15.03%
5 Year - 17.63%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Axis Midcap Fund - Regular Plan - Growth
1 Year 19.28% 16.93%
3 Year 23.54% 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% 0.57%
Beta 0.903% 0.84%
Alpha 0.547% -3.39%

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

Sector Allocation

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

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