ITI Mid Cap Fund Direct Growth

Scheme code: INF00XX01929 NAV value: ₹ 21.3370 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-1.1482.7143.9935.89
3 year18.1929.9924.9626.04

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0665.7727.8543.99
3 year 11.2845.4527.0424.96
5 year 2.139.2117.39
7 year 4.321.0414.32
10 year 0.5221.210.89
12 year 0.2119.6310.67
15 year 4.9719.3610.46
NIFTY MIDCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3365.5929.2943.99
3 year 11.1142.7326.3624.96
5 year 0.3337.5515.88
7 year 4.5219.5313.82
10 year 3.3621.0413.39
12 year 3.4819.6713.16
15 year 7.7320.7213.14
NIFTY MIDCAP 150
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -9.1663.6925.4543.99
3 year 13.6142.2626.4824.96
5 year 4.4136.7818.12
7 year 7.2620.8716.06
10 year 5.5822.4714.68
12 year 4.7721.6514.06
15 year 7.9922.2913.65
NIFTY MIDCAP150 MOMENTUM 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -13.868434.9843.99
3 year 14.5245.8631.8324.96
5 year 8.2840.3823.11
7 year 14.1428.2122.09
10 year 14.4428.821.87
12 year 10.6728.7721.53
15 year 14.129.2120.89
NIFTY MIDCAP150 QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.5348.0421.8143.99
3 year 4.7630.5115.8824.96
5 year 6.6925.5614.86
7 year 8.921.0615.78
10 year 9.8225.8716.94
12 year 11.2724.5416.77
15 year 12.822.216.54

Rolling return for 1 year

- Average return: 43.99% - Median return: 51.56% - Average standard deviation: 7.14

Rolling return for 3 year

- Average return: 24.96% - Median return: 24.98% - Average standard deviation: 2.01

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,61,6771,61,67713.48
3 year36,00,00057,43,79121,43,79116.85

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Average return (%) Fund's return (%)
1 year 8.0213.48
3 year 13.5216.85
NIFTY MIDCAP 100
Duration Average return (%) Fund's return (%)
1 year 8.4513.48
3 year 13.1716.85
NIFTY MIDCAP 150
Duration Average return (%) Fund's return (%)
1 year 7.1413.48
3 year 12.8916.85
NIFTY MIDCAP150 MOMENTUM 50
Duration Average return (%) Fund's return (%)
1 year 9.0613.48
3 year 15.2816.85
NIFTY MIDCAP150 QUALITY 50
Duration Average return (%) Fund's return (%)
1 year 6.8213.48
3 year 7.2716.85

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,61,677 - Absolute Returns: ₹1,61,677 - CAGR: 13.48%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹57,43,791 - Absolute Returns: ₹21,43,791 - CAGR: 16.85%