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

ITI Mid Cap Growth Direct Plan

NAV
₹23.7298
-0.24%
(30 Jan)
AUM
1,329 Cr
TER
0.36%
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
+14.4%
+14.3%
+14.0%
+13.6%
+13.2%
+9.2%
3Y
+26.9%
+27.8%
+27.3%
+28.3%
+27.0%
+22.5%
5Y
+26.1%
NA
+23.9%
+25.9%
NA
+21.0%
ALL
+20.8%
+23.4%
+20.8%
+21.7%
+19.3%
+15.7%
VOL
15.6%
14.5%
15.9%
16.7%
16.1%
-
TER
0.7%
0.5%
0.5%
0.4%
0.4%
-
AUM
₹92,642 Cr
₹4,448 Cr
₹10,296 Cr
₹13,650 Cr
₹1,329 Cr
-
INFO
1.33
1.61
1.30
1.30
1.20
-
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
The Federal Bank Ltd
2.6%
Persistent Systems Ltd
2.3%
PB Fintech Ltd
2.0%
Escorts Kubota Ltd
2.0%
Coforge Ltd
1.9%
Mahindra & Mahindra Financial Services Ltd
1.9%
Sundaram Finance Ltd
1.9%
Midwest Ltd
1.8%
Fortis Healthcare Ltd
1.8%
TVS Motor Co Ltd
1.8%
Top industry exposure
Financial Services
27.9%
Industrials
20.4%
Basic Materials
12.0%
Healthcare
11.5%
Technology
11.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
136%
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