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ITI Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 13.38 | 20.99 | N/A | N/A |
Average Rolling Returns(%) | 29.15 | 23.95 | N/A | N/A |
The Current NAV of ITI Mid Cap Fund - Regular Plan - Growth is ₹18.20.
It is better to invest in a fund with a longer track record as ITI Mid Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.
ITI Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.00%
The process for redemption is
The AUM of ITI Mid Cap Fund - Regular Plan - Growth is currently ₹1,095 Crores.
The Top three stocks are Lupin, Mphasis and Persistent Systems and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 12% and 21% of fund’s portfolio respectively.
Top three sectors of ITI Mid Cap Fund - Regular Plan - Growth fund are BFSI, IT and Healthcare accounting for 43% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of ITI Mid Cap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
Rohan Korde and Dhimant Shah manage the ITI Mid Cap Fund - Regular Plan - Growth Fund.
ITI Mid Cap Fund - Regular Plan - Growth current PE ratio is 50.11 and PB ratio is 9.33
The asset allocation of ITI Mid Cap Fund - Regular Plan - Growth is Stocks : 94.45%, Debt : 5.12% and Gold : 0.42%
The minimum SIP amount for ITI Mid Cap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for ITI Mid Cap Fund - Regular Plan - Growth is 1% on or before 12 months, Nil after 12 months