Iti Mid Cap Fund Regular Plan Growth

Risk: Very High
₹ 22.44
NAV (Sep 18,2024)

ITI Mid Cap Fund is a regular plan that focuses on investment in mid-cap stocks. With an expense ratio of 2.29%, the fund aims to generate growth over the long term. The fund has an established date of March 5, 2021, and has an AUM (Assets Under Management) of ₹626.08 crore. The minimum investment required to start investing in this fund is ₹5000, and there is no lock-in period. The PE ratio stands at 46.8457, while the PB ratio is 8.1989.

Iti Mid Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Iti Mid Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    46.85
  • P/B Ratio
    UM_URBAN_MONEY

    8.20
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.97
  • Sharpe
    UM_URBAN_MONEY

    0.24
  • Sortino
    UM_URBAN_MONEY

    0.38

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.29%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 626.08 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 19, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,600.84 (6.01%)₹ 13,060.86 (30.61%)₹ 16,076.11 (60.76%)₹ 19,246.13 (92.46%)₹ -- (--)
₹ 30,000₹ 31,802.52 (6.01%)₹ 39,182.58 (30.61%)₹ 48,228.33 (60.76%)₹ 57,738.39 (92.46%)₹ -- (--)
₹ 50,000₹ 53,004.2 (6.01%)₹ 65,304.3 (30.61%)₹ 80,380.55 (60.76%)₹ 96,230.65 (92.46%)₹ -- (--)
₹ 80,000₹ 84,806.72 (6.01%)₹ 1,04,486.88 (30.61%)₹ 1,28,608.88 (60.76%)₹ 1,53,969.04 (92.46%)₹ -- (--)
₹ 1,00,000₹ 1,06,008.4 (6.01%)₹ 1,30,608.6 (30.61%)₹ 1,60,761.1 (60.76%)₹ 1,92,461.3 (92.46%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Net Receivables Payables4.78%
  • Solar Industries India Limited3.11%
  • The Federal Bank Limited2.26%
  • Max Healthcare Institute Limited2.06%
  • Persistent Systems Limited2.04%
  • Laurus Labs Limited2.02%
  • Bharat Dynamics Limited1.99%
  • Sundaram Finance Limited1.92%
  • Power Finance Corporation Limited1.89%
  • ABB India Limited1.88%
  • REC Limited1.87%
  • Jindal Stainless Limited1.85%
  • Indian Bank1.84%
  • Coforge Limited1.82%
  • Bank of India1.82%
  • Union Bank of India1.82%
  • Alkem Laboratories Limited1.75%
  • Bharat Heavy Electricals Limited1.69%
  • MphasiS Limited1.67%
  • Bharat Electronics Limited1.64%
  • Page Industries Limited1.58%
  • Timken India Limited1.57%
  • Schaeffler India Limited1.53%
  • Aurobindo Pharma Limited1.49%
  • Zomato Limited1.48%
  • The Phoenix Mills Limited1.46%
  • TVS Motor Company Limited1.45%
  • Honeywell Automation India Limited1.43%
  • Tube Investments of India Limited1.42%
  • Hindustan Aeronautics Limited1.40%
  • Cummins India Limited1.34%
  • Bosch Limited1.34%
  • Muthoot Finance Limited1.34%
  • NMDC Limited1.34%
  • GMR Airports Infrastructure Limited1.33%
  • Emami Limited1.28%
  • Tata Communications Limited1.24%
  • Shriram Finance Limited1.23%
  • Dalmia Bharat Limited1.23%
  • Bank of Maharashtra1.19%
  • Trent Limited1.18%
  • Brigade Enterprises Limited1.13%
  • Archean Chemical Industries Limited1.11%
  • NTPC Limited1.09%
  • Westlife Foodworld Limited1.08%
  • NLC India Limited1.05%
  • TTK Prestige Limited1.03%
  • Inox Wind Limited1.03%
  • Vinati Organics Limited1.02%
  • AIA Engineering Limited1.02%
  • Sumitomo Chemical India Limited1.01%
  • Container Corporation of India Limited1.01%
  • Samvardhana Motherson International Limited1.00%
  • SJVN Limited0.99%
  • Sundram Fasteners Limited0.98%
  • Max Financial Services Limited0.97%
  • NHPC Limited0.96%
  • Mankind Pharma Limited0.96%
  • IRCON International Limited0.94%
  • KPIT Technologies Limited0.90%
  • Rail Vikas Nigam Limited0.89%
  • Jupiter Wagons Limited0.89%
  • Suzlon Energy Limited0.85%
  • Thomas Cook India Limited0.84%
  • Kaynes Technology India Limited0.82%
  • Ganesha Ecosphere Limited0.81%
  • Carborundum Universal Limited0.79%
  • JK Cement Limited0.76%
  • Ideaforge Technology Limited0.75%
  • ITI Banking and PSU Debt Fund Direct Pl Gr Option0.68%
  • APL Apollo Tubes Limited0.65%
  • Tata Technologies Ltd0.52%
  • Finolex Cables Limited0.49%
  • IRM Energy Ltd0.43%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

35.78%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.57%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.48%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.31%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

21.24%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

20.67%

Canara Robeco Mid Cap Fund - Regular Plan - GrowthCanara Robeco Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.76%

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

16.51%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

16.31%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.55%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

58.65%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

58.47%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

58.17%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

52.95%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

49.02%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

46.89%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.12%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.56%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

42.94%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

38.59%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

34.01%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.81%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.78%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

27.05%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.21%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

23.15%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

20.05%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

16.18%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.50%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

30.11%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

29.68%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.94%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.17%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.77%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.33%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

23.75%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

Show all Funds

Fund Managers

RK

Mr. Rohan KordeCo-Fund Manager

DS

Mr. Dhimant ShahSenior Fund Manager - Equity

Mr. Shah has more than 18 Years of experience in stock market. Prior to joining Principal Mutual Fund, Mr. Shah was working as a Fund Manager in HSBC Asset Management (India) Private Ltd. He has also worked with Reliance Capital Asset Management Ltd. (PMS), ASK Raymond James Securities Pvt. Limited & IL&FS Asset Management Co. Pvt. Ltd (now known as UTI Asset Management Company Ltd).

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Compare with similar Funds

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Axis Midcap Fund - Regular Plan - Growth

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Aditya Birla Sun Life Midcap Fund - Growth

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Kotak Emerging Equity Fund - Growth

FAQ's

What is the risk level associated with the ITI Mid Cap Fund - Regular Plan - Growth?

The ITI Mid Cap Fund-Regular Plan-Growth is a high-risk mutual fund suitable for investors seeking potentially higher returns but willing to tolerate the volatility associated with mid-cap stocks.

What is the current NAV (Net Asset Value) of the ITI Mid Cap Fund - Regular Plan - Growth as of Sep 18,2024?

The current NAV of the ITI Mid Cap Fund - Regular Plan - Growth as of Sep 18,2024 is INR 22.44.

What are the returns generated by the ITI Mid Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The ITI Mid Cap Fund - Regular Plan - Growth has achieved 60.01% returns in the past year, $3yearret over the span of 3 years, and $5yearret over a period of 5 years.

What is the expense ratio associated with the ITI Mid Cap Fund - Regular Plan - Growth?

The ITI Mid Cap Fund - Regular Plan - Growth has an expense ratio of 2.29%.

What is the minimum investment amount required for the ITI Mid Cap Fund - Regular Plan - Growth?

The minimum investment for the ITI Mid Cap Fund - Regular Plan - Growth is INR 5000.

Is there a systematic investment plan (SIP) available for the ITI Mid Cap Fund - Regular Plan - Growth?

Yes, the ITI Mid Cap Fund - Regular Plan - Growth offers SIP starting from INR 5000 per month.

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