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(%) | 56.75 | N/A | N/A | N/A |
Average Rolling Returns(%) | 14.03 | N/A | N/A | N/A |
The Current NAV of ITI Mid Cap Fund - Regular Plan - Growth is ₹18.05.
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 50 returns, as Funds portfolio is significantly different.
ITI Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.26%
The process for redemption is
The AUM of ITI Mid Cap Fund - Regular Plan - Growth is currently ₹716 Crores.
The Top three stocks are Bank Of India, Solar Industries and SJVN and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 12% and 22% of fund’s portfolio respectively.
Top three sectors of ITI Mid Cap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 48% 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 43.44 and PB ratio is 7.98
The asset allocation of ITI Mid Cap Fund - Regular Plan - Growth is Stocks : 95.68%, Debt : 3.74% and Gold : 0.60%
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