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

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	Very High	Very High
Asset Size (Cr)	₹1110 Cr	₹12350 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Mar 2021	19 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	2.11	1.74
Manager	Rohan Korde	Ratish Varier
ISIN Code	INF00XX01895	INF903J01173
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	Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-8.46%	-8.54%
6 Month	-11.58%	-4.03%
1 Year	10.68%	18.79%
3 Year	20.82%	21.76%
5 Year	-	21.17%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	7.79%	18.68%
3 Year	30.17%	31.48%
5 Year	-	28.97%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	19.11%	21.22%
3 Year	23.84%	18.05%
5 Year	-	18.53%

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%	3.17%

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

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	2.86	5.82
Mid Cap	71.32	67.46
Small Cap	15.99	13.95
Large Cap	9.83	13.04

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	2.86	5.82
Power	5.4	1.71
Industrial Products	7.49	7.67
Construction	1.95	-
IT - Services	1.52	-
Finance	8.15	8.57
Healthcare Services	4.41	4.37
Electrical Equipment	7.22	3.19
Agricultural, Commercial & Construction Vehicles	1.01	-
Chemicals & Petrochemicals	3.26	1.47
IT - Software	6.91	4.71
Petroleum Products	1.09	1.42
Transport Services	1.28	2.13
Non - Ferrous Metals	2.02	-
Pharmaceuticals & Biotechnology	6.9	6.89
Banks	4.38	8.64
Aerospace & Defense	1.18	1.31
Insurance	1.46	1.28
Agricultural Food & other Products	1.65	1.22
Industrial Manufacturing	3.43	-
Realty	4.03	3.04
Ferrous Metals	2	0.99
Consumer Durables	2.94	6.05
Capital Markets	1.83	2.39
Auto Components	3.68	7.23
Telecom - Services	1.35	1.12
Financial Technology (Fintech)	1.29	1.67
Automobiles	1.14	1.48
Minerals & Mining	0.97	-
Fertilizers & Agrochemicals	1.2	3.11
Retailing	2.12	4.29
Commercial Services & Supplies	0.92	-
Textiles & Apparels	1.05	-
Cement & Cement Products	1	1.94
Transport Infrastructure	0.91	-
Leisure Services	-	3.59
Gas	-	0.9
Food Products	-	0.88
Beverages	-	1.19