Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 22.3492
NAV (Oct 15)
Last 1Y | 57.4% |
Last 3Y | 21.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 24.7% |
6 Month CAGR | 19.1% |
The scheme seeks to seek to generate long term capital appreciation by predominantly investing in equity and equity related securities of mid cap stocks.
Expense Ratio | 2.13 |
Launched (0y ago) | 2.13 |
AUM in Crores | 1162.9 |
ISIN | INF00XX01895 |
Lock-in | - |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.4 |
Beta | 0.9 |
Sharpe Ratio | 1.3 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
ITI Mid Cap Fund (G) | 12,63,851 | 5,31,239 | 21.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Solar Industries India Ltd.
2.6%Others
2.6%SJVN Ltd.
2.4%The Phoenix Mills Ltd.
2.2%Lupin Ltd.
2.2%Capital Goods
17.3%Financial
15.6%Healthcare
8.7%Technology
8.3%Energy
8%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
ITI Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
17.9% | 20.7% | ||
17.3% | 18.2% | ||
21.3% | 26% | ||
- | 0.9% | ||
11.3% | 16.8% |
ITI Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 24.736% over a period of 3 years. The fund is managed by ITI Mutual Fund. The fund managers are Dhimant Shah, Rajesh Bhatia, Rohan Korde.
Nav of ITI Mid Cap Fund (G) as of 10/15/2024 is ₹22.35 with the total AUM as of 10/16/2024 is ₹1162.9314. With Scripbox you can compare and check the latest nav for all mutual funds in India. ITI Mid Cap Fund (G) was launched on 2021-03-05. The category risk of the fund is Average.
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 Total Return Index.
It is rated as a null fund in Equity and delivered 57.43% 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).
What is ITI Mid Cap Fund (G)?
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, it is a fund. You can invest in it 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 2.13% for regular plan.
What is the NAV of ITI Mid Cap Fund (G)?
Today's ITI Mid Cap Fund (G) NAV is ₹22.35.