ITI Mid Cap Fund Regular vs Tata Mid Cap Growth Fund Regular Plan compare
ITI Mid Cap Fund Regular - Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Fund | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1095 Cr | ₹4354 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Mar 2021 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | % | 69.98% |
Expense Ratio | 2.06 | 1.87 |
Manager | Rohan Korde | Satish Chandra Mishra |
ISIN Code | INF00XX01895 | INF277K01626 |
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 | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 7.09% | 5.8% |
6 Month | -11.83% | -11.28% |
1 Year | 5.26% | 3.98% |
3 Year | 20.77% | 16.83% |
5 Year | - | 27.14% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -2.41% | -2.7% |
1 Year | -12.71% | -12.31% |
3 Year | 20.93% | 17.27% |
5 Year | - | 19.76% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 18.59% | 17.53% |
3 Year | 23.23% | 16.61% |
5 Year | - | 17.03% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.396% | 13.05% |
Sharp | 0.922% | 0.63% |
Beta | 0.903% | 0.91% |
Alpha | 0.547% | -1.79% |
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Fund Managers
Scheme Name | ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Name | Rohan Korde | Satish Chandra Mishra |
Total AUM | ₹4626 Cr | ₹13117 Cr |
Funds Managed | 10 | 5 |
ITI Mid Cap Fund Regular - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 7.19 | 3.85 |
Mid Cap | 67.18 | 68.81 |
Small Cap | 18.11 | 19.06 |
Large Cap | 7.52 | 8.29 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 5.54 | 3.76 |
Utilities | 2.37 | 2.79 |
Technology | 16.29 | 4.98 |
Industrials | 20.88 | 21.45 |
Financial Services | 19.06 | 20.91 |
Healthcare | 12.55 | 14.6 |
Consumer Cyclical | 9.91 | 11.64 |
Basic Materials | 5.77 | 9.65 |
Energy | 1.88 | 1.34 |
Real Estate | 2.04 | 4.58 |
Communication Services | 1.44 | 3.12 |
Consumer Defensive | 2.29 | 1.2 |
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