ITI Mid Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

ITI Mid Cap Growth Direct Plan

NAV
₹20.9717
+0.07%
(30 Jan)
AUM
1,155 Cr
TER
0.17%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+31.1%
+23.3%
+15.9%
+15.7%
+14.0%
+14.0%
3Y
+30.2%
+24.4%
+23.4%
+25.4%
+19.3%
+23.1%
5Y
+29.2%
+27.9%
+26.0%
+26.4%
+22.7%
NA
ALL
+24.5%
+22.4%
+18.8%
+21.3%
+18.4%
+21.0%
VOL
17.7%
16.9%
16.8%
15.8%
-
16.2%
TER
0.7%
0.4%
0.8%
0.8%
-
0.2%
AUM
₹26,421 Cr
₹8,666 Cr
₹35,278 Cr
₹77,967 Cr
-
₹1,155 Cr
INFO
1.38
1.33
1.12
1.35
-
1.29
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ITI Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Lupin Ltd
3.2%
Persistent Systems Ltd
2.3%
Solar Industries India Ltd
2.3%
Mphasis Ltd
2.2%
Phoenix Mills Ltd
2.1%
PB Fintech Ltd
2.0%
Aurobindo Pharma Ltd
2.0%
Oracle Financial Services Software Ltd
2.0%
Suzlon Energy Ltd
2.0%
L&T Technology Services Ltd
1.7%
Top industry exposure
Industrials
21.9%
Financial Services
19.1%
Healthcare
14.6%
Technology
14.5%
Basic Materials
10.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
126%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the Scheme is to seek to generate long term capital appreciation by predominantly investing in equity and equity related securities of mid cap stocks. However, there can be no assurance that the investment objective of the scheme would be achieved.
Fund manager(s)
Dhimant Shah
Rohan Korde

FAQs