• Mutual Funds
  • ITI Mutual Fund
  • ITI Mid Cap Fund (RIDCW-A)

Formerly ITI Mid Cap Reg DR

ITI Mutual Fund

ITI Mid Cap Fund (RIDCW-A)

EquityMid Cap

11.684

NAV (Oct 04)

9.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 406 Cr

Outperformance Consistency

View all 7 analysis

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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

11.684

NAV (Oct 4)

Fund Returns

Last 1Y

-4.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

9.2%

6 Month CAGR

6.4%

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

2.47

Launched (1y ago)

Mar 10, 2021

AUM in Crores

406.408

ISIN

INF00XX01911

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Hetal Gada

Fund Manager

Rohan Korde

Fund Manager

Dhimant Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-10-04

Top Stock Holdings

aditya birla fashion and retail ltd

3.6%
3.6%

abb india ltd

3.5%
3.5%

the federal bank ltd

3.4%
3.4%

max financial services ltd

3.2%
3.2%

sundaram finance ltd

2.8%
2.8%
See all holdings

Allocation by Sector

consumer cyclical

19.3%
19.3%

industrials

18.1%
18.1%

financial services

16.8%
16.8%

basic materials

9.4%
9.4%

healthcare

8.7%
8.7%
See all sectors

Compare ITI Mid Cap Fund (RIDCW-A)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

ITI Asset Management Limited

ITI Asset Management Limited manages assets worth 3,069 crores and was set up on 10 January 2008. It's current offering of mutual fund schemes includes 14 equity,21 debt and 13 hybrid funds.

amc-img

  • 022-66214998
  • mfassist@itiorg.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    2.8%

    2.8%

    -

    3.9%

    -

    10.6%

    -

    7.8%

    -

    -2.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    ITI Mid Cap Fund (RIDCW-A) Review

    ITI Mid Cap Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 9.2% over a period of 1 years. The fund was previously known as ITI Mid Cap Reg DR. The fund is managed by ITI Asset Management Limited. The fund managers are Dhimant Shah, Hetal Gada, Rohan Korde.

    Nav of ITI Mid Cap Fund (RIDCW-A) as of 10/4/2022 is ₹11.68 with the total AUM as of 10/5/2022 is ₹406.408. With Scripbox you can compare and check the latest nav for all mutual funds in India. ITI Mid Cap Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 IISL Nifty Midcap 150 TR INR.

    ITI Mid Cap Fund (RIDCW-A) is rated as a 0 fund in Equity and delivered -4.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with ITI Mid Cap Fund (RIDCW-A).

    Frequently Asked Questions

    What is ITI Mid Cap Fund (RIDCW-A)?

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

    How to invest in ITI Mid Cap Fund (RIDCW-A)?

    You can invest in ITI Mid Cap Fund (RIDCW-A) 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 (RIDCW-A)?

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

    Is ITI Mid Cap Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, ITI Mid Cap Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investITI Mid Cap Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the ITI Mid Cap Fund (RIDCW-A) is 2.47% for regular plan.