Mirae Asset Midcap Fund vs ITI Mid Cap Fund Regular compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon Mirae Asset Midcap Fund - Regular Plan-Growth Option

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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 Mirae Asset Midcap Fund - Regular Plan-Growth Option
Fund ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹984 Cr ₹16669 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 03 May 2021 01 Jul 2019
Category Mid Cap Mid Cap
Fund Type Open-ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over % 34%
Expense Ratio 2.16 1.66
Manager Rohan Korde Ankit Jain
ISIN Code INF00XX01895 INF769K01EY2
Exits Load Exit load of 1% if redeemed within 12 months./365 If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL./365

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Month -7.38% -7.39%
6 Month 2.99% 3.52%
1 Year 38.92% 26.62%
3 Year 19.31% 16.53%
5 Year - 24.91%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option
6 Month - -
1 Year 21.65% 19.08%
3 Year 31.77% 25.62%
5 Year - 27.37%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Year 18.31% 26.4%
3 Year 23.99% 26.01%
5 Year - 28.98%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option
Standard Deviation 14.37% 13.73%
Sharp 1.22% 1.12%
Beta 0.89% 0.89%
Alpha -0.32% -2%

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Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option
Name Rohan Korde Ankit Jain
Total AUM ₹4626 Cr ₹47966 Cr
Fund Manage 10 4
ITI Mid Cap Fund Regular - Growth Mirae Asset Midcap Fund - Regular Plan-Growth Option

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Others 1.92 2.88
Mid Cap 60.31 70.28
Small Cap 14.85 19.74
Large Cap 20.62 7.1

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Others 1.92 2.29
Power 5.84 -
Industrial Products 7.44 -
Construction 1.39 3.08
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 -
Automobile - 9.46
Materials - 6.49
Metals & Mining - 2.98
Services - 9.49
Healthcare - 13.84
Insurance - 1.18
Financial - 18.22
Chemicals - 4.75
Energy - 4.72
Capital Goods - 7.53
Communication - 3.71
Consumer Discretionary - 5.25
Technology - 4.2
Consumer Staples - 0.86
Textiles - 1.95

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