ITI Mid Cap Fund Regular vs HDFC Mid compare
ITI Mid Cap Fund Regular - Growth
HDFC Mid-Cap Opportunities Fund - Growth Plan
Chart Comparison
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 | Very High |
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 |
Trailing Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Month | 0.92% | 1.46% |
6 Month | -5.98% | -3.56% |
1 Year | 2.75% | 9.74% |
3 Year | 22.46% | 24.75% |
5 Year | - | 33.48% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
6 Month | -0.6% | -0.25% |
1 Year | -11.45% | -4.53% |
3 Year | 21.29% | 23.07% |
5 Year | - | 25.47% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Year | 18.59% | 15.63% |
3 Year | 23.23% | 19.73% |
5 Year | - | 19.19% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Standard Deviation | 15.396% | 15.301% |
Sharp | 0.922% | 1.022% |
Beta | 0.903% | 0.855% |
Alpha | 0.547% | 4.384% |
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Fund Managers
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 |
Funds Managed | 10 | 40 |
ITI Mid Cap Fund Regular - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 7.19 | 8.07 |
Mid Cap | 67.18 | 65.07 |
Small Cap | 18.11 | 20.98 |
Large Cap | 7.52 | 5.88 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 5.54 | 8.07 |
Utilities | 2.37 | 1.37 |
Technology | 16.29 | 10.11 |
Industrials | 20.88 | 10.38 |
Financial Services | 19.06 | 24.44 |
Healthcare | 12.55 | 11.93 |
Consumer Cyclical | 9.91 | 17.51 |
Basic Materials | 5.77 | 6.21 |
Energy | 1.88 | 2.69 |
Real Estate | 2.04 | - |
Communication Services | 1.44 | 3.05 |
Consumer Defensive | 2.29 | 4.23 |
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