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	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

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	1.66%	3.73%
6 Month	27.99%	26.72%
1 Year	67.26%	55.76%
3 Year	25.91%	27.27%
5 Year	-	27%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	29.45%	21.78%
3 Year	63.57%	55%
5 Year	67.28%	101.07%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	24.34%	26.93%
3 Year	73.64%	73.41%
5 Year	75.77%	110.61%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	14.37%	13.35%
Sharp	1.22%	1.37%
Beta	0.89%	0.87%
Alpha	-0.32%	1.34%

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

Scheme Name	ITI Mid Cap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Chemicals & Petrochemicals	2.83	-
Power	5.84	-
Realty	5.47	-
Healthcare Services	3.53	-
Pharmaceuticals & Biotechnology	4.78	-
Auto Components	7.45	-
Industrial Products	7.44	-
Telecom - Services	3.97	-
Banks	6.62	-
Aerospace & Defense	4.62	-
Ferrous Metals	2.97	-
Finance	7.8	-
Electrical Equipment	5.39	-
Oil	1.5	-
IT - Software	6.02	-
Others	1.92	2.66
IT - Services	1.46	-
Industrial Manufacturing	3.95	-
Retailing	1.93	-
Cement & Cement Products	1.57	-
Petroleum Products	1.83	-
Transport Services	0.9	-
Construction	1.39	2.45
Automobiles	1.66	-
Fertilizers & Agrochemicals	0.83	-
Minerals & Mining	0.83	-
Leisure Services	0.82	-
Diversified FMCG	0.73	-
Non - Ferrous Metals	0.72	-
Entertainment	0.7	-
Gas	0.23	-
Capital Goods	-	11.59
Financial	-	18.38
Consumer Discretionary	-	4.72
Automobile	-	9.82
Services	-	13.57
Healthcare	-	10.83
Chemicals	-	3.8
Metals & Mining	-	3.91
Unclassified	-	1.83
Energy	-	4.29
Technology	-	4.25
Materials	-	5.11
Consumer Staples	-	1.94
Insurance	-	0.46
Communication	-	0.34