InvestVerdict
ITI Mid Cap Fund
Direct Plan · IDCW Option · Mid Cap · Scheme code 148731
Fund houseITI Mutual Fund
CategoryMid Cap
Plan & optionDirect · IDCW Option
History5.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 3.50 | 7.70 | 10.37 | 13.45 | 19.31 | 16.21 | — | — | 17.61 |
| Nifty Midcap 150 benchmark |
1.72 | 4.38 | 7.82 | 13.00 | 17.68 | — | — | — | 20.15 |
| Mid Cap category median |
— | — | — | 10.21 | 19.84 | 17.23 | — | 17.08 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 16.4% | 0.78 | 1.04 | 1.01 | 0.16% | -22.7% | 92.55 |
| Nifty Midcap 150 benchmark |
15.7% | 0.71 | 0.97 | — | — | -21.1% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 46 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 220 | -10.0% | 9.1% | 69.8% | 17% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.