
ITI Mid Cap Fund(G)-Direct Plan
+18.30%
5Y annualised
+18.30%
5Y annualised
-0.08% 1D
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Buy, Hold or Sell?
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NAV : 24 Aug 2026
₹26.30
Min. SIP amount
₹500
Fund size (AUM)
1479 Cr
Expense ratio
0.51%
Launched on
05 Mar 2021
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 24 Aug 2026
₹26.30
Min. SIP amount
₹500
Fund size (AUM)
1479 Cr
Expense ratio
0.51%
Launched on
05 Mar 2021
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
15.27%
Mid Cap
65.57%
Small Cap
14.24%
Others
4.92%
Sector Allocation
Automobile & Ancillaries
14.17%
Bank
13.53%
Finance
12.01%
Healthcare
9.48%
It
8.04%
Capital Goods
5.54%
Domestic Equities
4.49%
Chemicals
3.50%
Others
27.57%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.50% on or before 3M, NIL after 3M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Alok Ranjan
Present
Dhimant Shah
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
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Mahindra Manulife Mid Cap Fund(G)-Direct Plan
ITI Mid Cap Fund(G)-Direct Plan
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Mirae Asset Midcap Fund(G)-Direct Plan
JM Midcap Fund(G)-Direct Plan
FAQs
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