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 Average Very High
Asset Size (Cr) ₹984 Cr ₹6621 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 May 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 2.16 1.76
Manager Rohan Korde Trideep Bhattacharya
ISIN Code INF00XX01895 INF843K01013
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month -5.5% -4.4%
6 Month 10.97% 23.53%
1 Year 46.47% 49.78%
3 Year 18.95% 22.89%
5 Year - 29.6%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.65% 36.43%
3 Year 31.77% 34.55%
5 Year - 32.62%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 18.31% 15.6%
3 Year 23.99% 20.1%
5 Year - 19.8%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.37% 13.78%
Sharp 1.22% 1.29%
Beta 0.89% 0.92%
Alpha -0.32% 2.24%

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
Fund Manage 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 1.92 9.49
Mid Cap 60.31 62.94
Small Cap 14.85 14.49
Large Cap 20.62 13.08

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 1.92 3.31
Power 5.84 -
Industrial Products 7.44 -
Construction 1.39 4.54
Cement & Cement Products 1.57 -
IT - Services 1.46 -
Finance 7.8 -
Healthcare Services 3.53 -
Electrical Equipment 5.39 -
IT - Software 6.02 -
Aerospace & Defense 4.62 -
Pharmaceuticals & Biotechnology 4.78 -
Auto Components 7.45 -
Gas 0.23 -
Banks 6.62 -
Fertilizers & Agrochemicals 0.83 -
Realty 5.47 -
Petroleum Products 1.83 -
Transport Services 0.9 -
Ferrous Metals 2.97 -
Non - Ferrous Metals 0.72 -
Telecom - Services 3.97 -
Diversified FMCG 0.73 -
Industrial Manufacturing 3.95 -
Leisure Services 0.82 -
Oil 1.5 -
Chemicals & Petrochemicals 2.83 -
Entertainment 0.7 -
Automobiles 1.66 -
Minerals & Mining 0.83 -
Retailing 1.93 -
Materials - 5.49
Consumer Staples - 1.87
Healthcare - 6.29
Financial - 14.64
Services - 11.48
Capital Goods - 20.88
Automobile - 11.39
Communication - 1.48
Metals & Mining - 6.29
Consumer Discretionary - 1.97
Technology - 5.63
Energy - 0.95
Chemicals - 3.48
Textiles - 0.31

Top Comparisons

Templeton India Equity Income Fund-Growth Plan Templeton India Equity Income Fund-Growth Plan

3Y Returns18.3%

VS

UTI-Dividend Yield Fund.-Growth UTI-Dividend Yield Fund.-Growth

3Y Returns15.83%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns10.11%

VS

UTI Balanced Advantage Fund - Regular (G) UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

Compare Now

Templeton India Value Fund - Growth Plan Templeton India Value Fund - Growth Plan

3Y Returns18.11%

VS

Tata Equity PE Fund Regular Plan -(Growth Option) Tata Equity PE Fund Regular Plan -(Growth Option)

3Y Returns18.85%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns12.22%

VS

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns15.09%

Compare Now
Request call back
Add to Cart Successfully