ITI Mid Cap Fund Regular vs Quant Mid Cap Fund compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon Quant Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Mid Cap Fund Regular - Growth Quant Mid Cap Fund-Growth
Fund ITI Mid Cap Fund Regular - Growth Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1110 Cr ₹8941 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Mar 2021 21 Mar 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over % %
Expense Ratio 2.11 1.73
Manager Rohan Korde Sanjeev Sharma
ISIN Code INF00XX01895 INF966L01176
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 Quant Mid Cap Fund - Growth charges 0.5% 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 Quant Mid Cap Fund-Growth
1 Month 4.51% 0.62%
6 Month -1.11% -11.76%
1 Year 31.53% 18.81%
3 Year 23.14% 23.01%
5 Year - 31.56%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year 16.2% -2.77%
3 Year 32% 24.31%
5 Year - 30.07%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Quant Mid Cap Fund-Growth
1 Year 18.31% 12.47%
3 Year 23.99% 11.42%
5 Year - 10.35%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Quant Mid Cap Fund-Growth
Standard Deviation 14.37% 15.85%
Sharp 1.22% 1.43%
Beta 0.89% 0.88%
Alpha -0.32% 5.07%

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Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth Quant Mid Cap Fund-Growth
Name Rohan Korde Sanjeev Sharma
Total AUM ₹4626 Cr ₹39731 Cr
Fund Manage 10 22
ITI Mid Cap Fund Regular - Growth Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

Quant Mid Cap Fund-Growth

Others 2.86 12.39
Mid Cap 71.32 69.78
Small Cap 15.99 -
Large Cap 9.83 17.85

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Quant Mid Cap Fund-Growth

Others 2.86 12.39
Power 5.4 1.74
Industrial Products 7.49 -
Construction 1.95 7.93
IT - Services 1.52 -
Finance 8.15 4.13
Healthcare Services 4.41 -
Electrical Equipment 7.22 -
Agricultural, Commercial & Construction Vehicles 1.01 -
Chemicals & Petrochemicals 3.26 4.28
IT - Software 6.91 3.99
Petroleum Products 1.09 9.72
Transport Services 1.28 7.91
Non - Ferrous Metals 2.02 -
Pharmaceuticals & Biotechnology 6.9 11.58
Banks 4.38 -
Aerospace & Defense 1.18 -
Insurance 1.46 1.05
Agricultural Food & other Products 1.65 5.86
Industrial Manufacturing 3.43 -
Realty 4.03 -
Ferrous Metals 2 11.77
Consumer Durables 2.94 -
Capital Markets 1.83 -
Auto Components 3.68 6.21
Telecom - Services 1.35 4.5
Financial Technology (Fintech) 1.29 -
Automobiles 1.14 -
Minerals & Mining 0.97 -
Fertilizers & Agrochemicals 1.2 -
Retailing 2.12 -
Commercial Services & Supplies 0.92 -
Textiles & Apparels 1.05 -
Cement & Cement Products 1 -
Transport Infrastructure 0.91 -
Diversified FMCG - 5.34
Leisure Services - 1.62

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