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ITI Mutual Fund · Equity: Mid Cap
ITI Mid Cap Fund - Regular Plan - Growth Option
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.
EquityBenchmark · NIFTY Midcap 150 TRITER · 1.84%Inception · 05-03-2021
NAV
₹22.09
+0.87% · as of 14-05-2026
Since inception
16.48%
CAGR
Benchmark (inception)
17.18%
CAGR
Fund size
₹14 Cr
AUM
Expense ratio
1.84%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +16.48% CAGR vs benchmark +17.18%.
Portfolio
Where the money is invested
Top holdings
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.88%
Persistent Systems Ltd2.17%
PB FINTECH LIMITED EQ NEW FV RS. 2/-1.97%
MARICO LIMITED NEW EQ RE.11.96%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-1.92%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-1.85%
INDUSIND BANK LIMITED EQ1.82%
CUMMINS INDIA LIMITED EQ FV RS.21.80%
SUNDARAM FINANCE LIMITED EQ1.76%
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-1.69%
Sector allocation
Financial Services24.66%
Capital Goods15.98%
Automobile and Auto Components11.91%
Healthcare10.30%
Metals & Mining6.90%
Information Technology6.36%
Consumer Durables4.60%
Chemicals3.59%
Fast Moving Consumer Goods3.04%
Power2.47%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.5% p.a.₹10,000
10 years
Projected value
₹30,54,951
Invested: ₹12,00,000
Gained: ₹18,54,951
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Rohan Korde and Mr. Dhimant Shah
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148732
ISIN (Growth)
INF00XX01895
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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