HDFC Mid vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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HDFC Mid-Cap Opportunities Fund - Growth Plan

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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	HDFC Mid-Cap Opportunities Fund - Growth Plan
Fund	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹1095 Cr	₹73510 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Mar 2021	25 Jun 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	%	14.6%
Expense Ratio	2.06	1.39
Manager	Rohan Korde	Dhruv Muchhal
ISIN Code	INF00XX01895	INF179K01CR2
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	HDFC Mid-Cap Opportunities 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	HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Month	-8.03%	-5.5%
6 Month	-18.02%	-9.84%
1 Year	2.96%	7.72%
3 Year	20.22%	24.16%
5 Year	-	24.05%

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
6 Month	-	-
1 Year	-17.27%	-6.86%
3 Year	19.36%	22.58%
5 Year	-	26.19%

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Year	19.28%	15.63%
3 Year	23.54%	19.73%
5 Year	-	19.19%

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
Standard Deviation	15.396%	14.589%
Sharp	0.922%	1.162%
Beta	0.903%	0.863%
Alpha	0.547%	3.909%

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Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
Name	Rohan Korde	Dhruv Muchhal
Total AUM	₹4626 Cr	₹520687 Cr
Fund Manage	10	40
	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
Others	2.86	7.9
Mid Cap	71.32	66.6
Small Cap	15.99	17.64
Large Cap	9.83	7.86

Scheme Name	ITI Mid Cap Fund Regular - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
Others	2.86	7.9
Power	5.4	-
Industrial Products	7.49	6.82
Construction	1.95	2.51
IT - Services	1.52	-
Finance	8.15	5.59
Healthcare Services	4.41	4.01
Electrical Equipment	7.22	-
Agricultural, Commercial & Construction Vehicles	1.01	0.37
Chemicals & Petrochemicals	3.26	3.25
IT - Software	6.91	8.55
Petroleum Products	1.09	2.65
Transport Services	1.28	1.02
Non - Ferrous Metals	2.02	-
Pharmaceuticals & Biotechnology	6.9	8.75
Banks	4.38	10.88
Aerospace & Defense	1.18	0.53
Insurance	1.46	5.12
Agricultural Food & other Products	1.65	1.34
Industrial Manufacturing	3.43	-
Realty	4.03	-
Ferrous Metals	2	1.84
Consumer Durables	2.94	4.63
Capital Markets	1.83	0.94
Auto Components	3.68	8.37
Telecom - Services	1.35	2.67
Financial Technology (Fintech)	1.29	1.61
Automobiles	1.14	-
Minerals & Mining	0.97	-
Fertilizers & Agrochemicals	1.2	0.44
Retailing	2.12	-
Commercial Services & Supplies	0.92	0.92
Textiles & Apparels	1.05	1.04
Cement & Cement Products	1	1.39
Transport Infrastructure	0.91	-
Leisure Services	-	4.11
Printing & Publication	-	0.3
Personal Products	-	1.15
Media	-	0.12
Gas	-	0.71
Cigarettes & Tobacco Products	-	0.07
Beverages	-	0.4