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Edelweiss Mid Cap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1095 Cr | ₹8268 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Mar 2021 | 26 Dec 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 43% |
| Expense Ratio | 2.06 | 1.73 |
| Manager | Rohan Korde | Trideep Bhattacharya |
| ISIN Code | INF00XX01895 | INF843K01013 |
| 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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 7.09% | 7.82% |
| 6 Month | -11.83% | -9.54% |
| 1 Year | 5.26% | 15.57% |
| 3 Year | 20.77% | 21.38% |
| 5 Year | - | 32.77% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.57% | -5.64% |
| 1 Year | -18.64% | -11.18% |
| 3 Year | 18.12% | 20.7% |
| 5 Year | - | 23.14% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.59% | 16.08% |
| 3 Year | 23.23% | 20.39% |
| 5 Year | - | 20.04% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.396% | 15.57% |
| Sharp | 0.922% | 0.992% |
| Beta | 0.903% | 0.906% |
| Alpha | 0.547% | 1.762% |
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Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohan Korde | Trideep Bhattacharya |
| Total AUM | ₹4626 Cr | ₹0 Cr |
| Funds Managed | 10 | 9 |
| ITI Mid Cap Fund Regular - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.19 | 4.44 |
| Mid Cap | 67.18 | 72.33 |
| Small Cap | 18.11 | 13.57 |
| Large Cap | 7.52 | 9.66 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.54 | 3.54 |
| Utilities | 2.37 | 0 |
| Technology | 16.29 | 11.5 |
| Industrials | 20.88 | 14.33 |
| Financial Services | 19.06 | 20.96 |
| Healthcare | 12.55 | 12.6 |
| Consumer Cyclical | 9.91 | 17.24 |
| Basic Materials | 5.77 | 7.86 |
| Energy | 1.88 | 1.35 |
| Real Estate | 2.04 | 3.84 |
| Communication Services | 1.44 | 1.79 |
| Consumer Defensive | 2.29 | 4.99 |
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