Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Mid Cap Fund Regular vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Mid Cap Fund Regular - Growth

Invest Now

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 8.72% 8.03%
6 Month -15.37% -12.01%
1 Year 6.45% 17.58%
3 Year 21.54% 21.92%
5 Year - 34.88%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month -6.95% -7.47%
1 Year -15.77% -7.67%
3 Year 20.94% 23.4%
5 Year - 25.27%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns7.18%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns6.19%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns18.39%

VS

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns18.17%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns10.27%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.11%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.15%

VS

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns6.31%

Compare Now
Add to Cart Successfully