Motilal Oswal 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 Motilal Oswal 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 Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund ITI Mid Cap Fund Regular - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹984 Cr ₹12583 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 03 May 2021 02 Feb 2014
Category Mid Cap Mid Cap
Fund Type Open-ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over % 120%
Expense Ratio 2.16 1.69
Manager Rohan Korde Rakesh Shetty
ISIN Code INF00XX01895 INF247L01411
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month 1.66% 3.24%
6 Month 27.99% 34.13%
1 Year 67.26% 69.98%
3 Year 25.91% 38.51%
5 Year - 34.26%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 29.45% 25.36%
3 Year 63.57% 68.32%
5 Year 67.28% 137.54%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 24.34% 33.77%
3 Year 73.64% 102.56%
5 Year 75.77% 158.43%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 14.37% 13.31%
Sharp 1.22% 1.86%
Beta 0.89% 0.83%
Alpha -0.32% 11.3%

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Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name Rohan Korde Rakesh Shetty
Total AUM ₹4626 Cr ₹33886 Cr
Fund Manage 10 19
ITI Mid Cap Fund Regular - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 1.92 10.12
Mid Cap 60.31 65.19
Small Cap 14.85 2.31
Large Cap 20.62 22.37

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 1.92 3.09
Power 5.84 -
Industrial Products 7.44 -
Construction 1.39 8.26
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 -
Energy - 3.76
Healthcare - 6.12
Capital Goods - 7.41
Technology - 13.79
Communication - 10.65
Consumer Discretionary - 11.42
Chemicals - 3.17
Services - 8.85
Financial - 11.61
Automobile - 11.86

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