ITI Mid Cap Fund Regular vs Mahindra Manulife Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Mid Cap Fund Regular - Growth

Invest Now

tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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 Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Fund ITI Mid Cap Fund Regular - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1110 Cr ₹3341 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Mar 2021 30 Jan 2018
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over % 116%
Expense Ratio 2.11 1.89
Manager Rohan Korde Abhinav Khandelwal
ISIN Code INF00XX01895 INF174V01473
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 Mahindra Manulife 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 Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Month 4.51% 3.6%
6 Month -1.11% 3.23%
1 Year 31.53% 31.12%
3 Year 23.14% 24.72%
5 Year - 27.79%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 16.2% 20.06%
3 Year 32% 32.57%
5 Year - 30.92%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year 18.31% 17.27%
3 Year 23.99% 25%
5 Year - 22.54%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Standard Deviation 14.37% 14.84%
Sharp 1.22% 1.31%
Beta 0.89% 0.96%
Alpha -0.32% 0.6%

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 Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Name Rohan Korde Abhinav Khandelwal
Total AUM ₹4626 Cr ₹5522 Cr
Fund Manage 10 5
ITI Mid Cap Fund Regular - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Others 2.86 2.19
Mid Cap 71.32 66.57
Small Cap 15.99 12.09
Large Cap 9.83 19.15

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Others 2.86 2.19
Power 5.4 1.48
Industrial Products 7.49 3.86
Construction 1.95 -
IT - Services 1.52 -
Finance 8.15 8.53
Healthcare Services 4.41 3.05
Electrical Equipment 7.22 6.43
Agricultural, Commercial & Construction Vehicles 1.01 1.04
Chemicals & Petrochemicals 3.26 2.88
IT - Software 6.91 7.94
Petroleum Products 1.09 1.77
Transport Services 1.28 -
Non - Ferrous Metals 2.02 -
Pharmaceuticals & Biotechnology 6.9 6.69
Banks 4.38 11.5
Aerospace & Defense 1.18 -
Insurance 1.46 -
Agricultural Food & other Products 1.65 1.37
Industrial Manufacturing 3.43 0.52
Realty 4.03 1.49
Ferrous Metals 2 3.42
Consumer Durables 2.94 2.13
Capital Markets 1.83 2.17
Auto Components 3.68 8.24
Telecom - Services 1.35 3.3
Financial Technology (Fintech) 1.29 -
Automobiles 1.14 2
Minerals & Mining 0.97 0.8
Fertilizers & Agrochemicals 1.2 0.89
Retailing 2.12 3.39
Commercial Services & Supplies 0.92 -
Textiles & Apparels 1.05 1.42
Cement & Cement Products 1 3.04
Transport Infrastructure 0.91 -
Paper, Forest & Jute Products - 0.93
Diversified - 2.3
Personal Products - 2.44
Oil - 0.85
Gas - 1.94

Top Comparisons

ICICI Prudential Infrastructure Fund - Growth ICICI Prudential Infrastructure Fund - Growth

3Y Returns33.97%

VS

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns26.57%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.75%

VS

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns5.79%

Compare Now

360 ONE Focused Equity Fund Regular-Growth 360 ONE Focused Equity Fund Regular-Growth

3Y Returns14.82%

VS

UTI Focused Fund- Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option

3Y Returns14.09%

Compare Now

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns21.55%

VS

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

3Y Returns16.74%

Compare Now
Request call back
Add to Cart Successfully