Mutual Funds

ITI Mid Cap Fund - Regular Plan - Growth Option

ITI Mutual FundMid CapVery High Risk
₹22.95-0.04 (-0.18%)

NAV as on 2026-07-17 · Equity · Mid Cap

AUM

₹1,446 Cr

1Y Return

+7.3%

3Y CAGR

+20.7%

5Y CAGR

+14.8%

Expense

2.09%

Risk

Very High

ITI Mid Cap Fund
₹22.95-0.18%

1Y Return

+7.3%

3Y CAGR

+20.7%

5Y CAGR

+14.8%

Since Inception

+16.8%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹19.2
₹23.03

98% from 52W low

Fund Information

Mid CapEquitySince 10-03-2021

Fund House

ITI Mutual Fund

Category

Equity - Mid Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity97.1%
Cash2.6%

Market Cap Split

Large Cap19.9%
Mid Cap64.9%
Small Cap14.0%

Top Holdings

96 stocks
Weight1M Change
1

The Federal Bank Ltd

Financial Services

3.01%0.0%
2

Solar Industries India Ltd

Basic Materials

2.53%0.0%
3

BSE Ltd

Financial Services

1.84%0.0%
4

Tube Investments of India Ltd Ordinary Shares

Industrials

1.72%0.0%
5

Cummins India Ltd

Industrials

1.72%0.0%
6

Net Receivables

1.69%0.0%
7

Marico Ltd

Consumer Defensive

1.66%0.0%
8

Radico Khaitan Ltd

Consumer Defensive

1.65%0.0%
9

AU Small Finance Bank Ltd

Financial Services

1.62%+14.5%
10

Polycab India Ltd

Industrials

1.60%0.0%

Sector Allocation

Weight1M Change
Financial Services
27.0%+48%
Industrials
22.5%+23%
Healthcare
11.0%-69%
Consumer Cyclical
10.1%0%
Basic Materials
9.2%-26%
Technology
6.7%0%
Consumer Defensive
4.0%0%
Utilities
3.0%0%
Communication Services
2.0%0%
Real Estate
1.0%0%
Energy
0.6%-28%

Fundamentals

P/E Ratio

29.96

Cat avg: 31.95

P/B Ratio

4.12

Cat avg: 4.67

Dividend Yield

0.94%

Cat avg: 0.78%

Price/Sale

4.07

Price/Cash Flow

26.71

Risk Metrics (3Y)

Sharpe Ratio

0.79

Cat avg: 0.72

Sortino Ratio

1.23

Cat avg: 1.13

Beta

1.02

Cat avg: 0.95

Std Deviation

18.91%

Cat avg: 17.97%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
ITI Mid Cap Reg Gr1,4462.09+7.3%+20.7%+14.8%
HDFC Mid Cap Gr1,00,8581.30+4.1%+19.3%+19.4%
Kotak Midcap Reg Gr67,6111.38+6.7%+19.6%+17.2%
Nippon India Growth Md Cp Reg Gr PlGrOpt49,1691.25+6.6%+21.1%+19.1%
Motilal Oswal Midcap Reg Gr37,4741.75-4.2%+18.7%+21.9%
Axis Midcap Gr33,8031.55+5.2%+16.9%+13.9%
SBI Midcap Reg Gr24,1271.62+1.2%+12.4%+14.3%
DSP Midcap Reg Gr20,1701.41+3.3%+16.9%+11.9%
Mirae Asset Midcap Reg Gr19,5431.42+8.3%+18.0%+15.8%
Edelweiss Mid Cap Gr17,7481.67+5.3%+22.1%+17.9%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,446 Cr
Expense Ratio2.09%
Volatility (3Y)18.9%
Sharpe Ratio0.79
Sortino Ratio1.23
Beta1.02
Min SIP₹500
Min Lumpsum₹5,000
Holdings93

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.