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  • ITI Mutual Fund
  • ITI Mid Cap Fund (Growth)
ITI Mutual Fund

ITI Mid Cap Fund (Growth)

EquityMid Cap

17.9357

NAV (Mar 01)

21.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.9357

NAV (Mar 1)

Fund Returns

Last 1Y
59.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
21.3%
6 Month CAGR
29.6%

Scheme Information

Investment 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.

Expense Ratio
2.27
Launched (3y ago)
Mar 10, 2021
AUM in Crores
680.951
ISIN
INF00XX01895
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.5
Fund Managers

Rohan Korde

Fund Manager

Dhimant Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
ITI Mid Cap Fund (Growth)70%39,79,216 32,46,60459.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-01

Top Stock Holdings

bank of india

3%
3%

solar industries india ltd

2.7%
2.7%

net receivables / (payables)

2.6%
2.6%

sjvn ltd

2.6%
2.6%

rec ltd

2.1%
2.1%
See all holdings

Allocation by Sector

industrials

23.7%
23.7%

financial services

22.2%
22.2%

consumer cyclical

12.1%
12.1%

basic materials

10.1%
10.1%

utilities

7.4%
7.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

ITI Asset Management Limited

ITI Asset Management Limited manages assets worth 6,212 crores and was set up on 10 January 2008. It's current offering of mutual fund schemes includes 17 equity,33 debt and 10 hybrid funds.amc-img
022-66214998
mfassist@itiorg.com
Fund NameScripbox Opinion
Till Date CAGR

4.1%

3.8%

5.5%

5.1%

17.4%

18%

-

13.8%

-

16.3%

ITI Mid Cap Fund (G) Review

ITI Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 21.3% over a period of 2 years. The fund is managed by ITI Asset Management Limited. The fund managers are Dhimant Shah, Rohan Korde.

Nav of ITI Mid Cap Fund (G) as of 3/1/2024 is ₹17.94 with the total AUM as of 3/2/2024 is ₹680.951. With Scripbox you can compare and check the latest nav for all mutual funds in India. ITI Mid Cap Fund (G) was launched on Mar 10, 2021. The category risk of the fund is Very High Risk.

The minimum SIP amount for ITI Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

ITI Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 TR INR.

ITI Mid Cap Fund (G) is rated as a 0 fund in Equity and delivered 59.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with ITI Mid Cap Fund (G).

Frequently Asked Questions

What is ITI Mid Cap Fund (G)?

ITI Mid Cap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in ITI Mid Cap Fund (G)?

You can invest in ITI Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of ITI Mid Cap Fund (G)?

The minimum sip amount for ITI Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is ITI Mid Cap Fund (G) good to invest in?

As per Scripbox experts, ITI Mid Cap Fund (G) is a Not Reviewed Yet fund. You can investITI Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the ITI Mid Cap Fund (G)?

The expense ratio of the ITI Mid Cap Fund (G) is 2.27% for regular plan.