FAQ : ITI Mid Cap Fund - Regular Plan - Growth

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

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