ITI Mid Cap Fund Regular vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - 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 Sundaram Mid Cap Fund Regular Plan - Growth
Fund ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹984 Cr ₹11825 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 May 2021 01 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open-ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over % 45%
Expense Ratio 2.16 1.73
Manager Rohan Korde Ratish Varier
ISIN Code INF00XX01895 INF903J01173
Exits Load Exit load of 1% if redeemed within 12 months./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month -2.42% -2.23%
6 Month 1.37% 10.66%
1 Year 40.29% 38.41%
3 Year 20.4% 22.67%
5 Year - 24.13%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 18.31% 21.22%
3 Year 23.99% 18.05%
5 Year - 18.53%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 14.37% 13.35%
Sharp 1.22% 1.16%
Beta 0.89% 0.88%
Alpha -0.32% 2.72%

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Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Name Rohan Korde Ratish Varier
Total AUM ₹4626 Cr ₹12102 Cr
Fund Manage 10 3
ITI Mid Cap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 1.92 6.5
Mid Cap 60.31 66.49
Small Cap 14.85 9.85
Large Cap 20.62 17.11

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 1.92 2.66
Power 5.84 -
Industrial Products 7.44 -
Construction 1.39 2.45
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 - 5.11
Healthcare - 10.83
Technology - 4.25
Financial - 18.38
Chemicals - 3.8
Capital Goods - 11.59
Automobile - 9.82
Energy - 4.29
Services - 13.57
Consumer Discretionary - 4.72
Communication - 0.34
Consumer Staples - 1.94
Metals & Mining - 3.91
Insurance - 0.46
Unclassified - 1.83

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