ITI Mid Cap Fund Regular vs Motilal Oswal Midcap Fund compare

Overview

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹984 Cr	₹12583 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	03 May 2021	02 Feb 2014
Category	Mid Cap	Mid Cap
Fund Type	Open-ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	%	120%
Expense Ratio	2.16	1.69
Manager	Rohan Korde	Rakesh Shetty
ISIN Code	INF00XX01895	INF247L01411
Exits Load	Exit load of 1% if redeemed within 12 months./365	Exit load of 1% if redeemed within 1 year./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month	-7.54%	-3.23%
6 Month	2.82%	24.16%
1 Year	38.68%	57.57%
3 Year	19.21%	31.77%
5 Year	-	31.41%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month	-	-
1 Year	21.65%	50.71%
3 Year	31.77%	43.03%
5 Year	-	39.38%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year	18.31%	17.56%
3 Year	23.99%	17.47%
5 Year	-	13.2%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation	14.37%	13.31%
Sharp	1.22%	1.86%
Beta	0.89%	0.83%
Alpha	-0.32%	11.3%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name	Rohan Korde	Rakesh Shetty
Total AUM	₹4626 Cr	₹33886 Cr
Fund Manage	10	19
	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	1.92	10.12
Mid Cap	60.31	65.19
Small Cap	14.85	2.31
Large Cap	20.62	22.37

Scheme Name	ITI Mid Cap Fund Regular - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	1.92	3.09
Power	5.84	-
Industrial Products	7.44	-
Construction	1.39	8.26
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	-
Energy	-	3.76
Healthcare	-	6.12
Capital Goods	-	7.41
Technology	-	13.79
Communication	-	10.65
Consumer Discretionary	-	11.42
Chemicals	-	3.17
Services	-	8.85
Financial	-	11.61
Automobile	-	11.86