ITI Mid Cap Fund Regular vs Edelweiss Mid Cap Fund 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 | 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% |
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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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