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

ITI Mid Cap Growth Direct Plan

NAV
₹23.9074
+0.11%
(23 Feb)
AUM
1,301 Cr
TER
0.29%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+21.5%
+20.0%
+19.1%
+19.1%
+18.4%
+15.4%
3Y
+28.4%
+27.2%
+27.6%
+27.4%
+26.4%
+22.6%
5Y
+22.7%
+23.7%
NA
+23.2%
NA
+19.2%
ALL
+21.1%
+18.6%
+23.3%
+21.7%
+19.2%
+15.8%
VOL
15.9%
16.7%
14.5%
16.7%
16.2%
-
TER
0.5%
0.7%
0.5%
0.4%
0.3%
-
AUM
₹10,058 Cr
₹41,727 Cr
₹4,468 Cr
₹13,802 Cr
₹1,301 Cr
-
INFO
1.32
1.11
1.61
1.30
1.19
-
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 Jan
Top holdings
The Federal Bank Ltd
2.9%
Net Receivables / (Payables)
2.5%
Persistent Systems Ltd
2.3%
Coforge Ltd
2.0%
Sundaram Finance Ltd
1.9%
PB Fintech Ltd
1.9%
Solar Industries India Ltd
1.9%
Escorts Kubota Ltd
1.9%
Mahindra & Mahindra Financial Services Ltd
1.9%
IndusInd Bank Ltd
1.8%
Top industry exposure
Financial Services
27.4%
Industrials
20.1%
Basic Materials
12.5%
Technology
11.4%
Healthcare
10.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
128%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 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