EquityMid Cap FundDirect · Growth
ITI Mid Cap Fund - Direct Plan - Growth Option
ITI · Scheme 148733
₹26.33▲ 0.05%NAV · 2026-09-18
Strong FundScore
AUM
₹1,480 cr
Expense ratio
0.94%
3Y CAGR
23.5%
Risk level
High
Min SIP
₹500
Benchmark
Nifty Midcap 150 TRI
Fund manager: Pradeep GokhaleExit load: Exit load of 0.50%, if redeemed within 3 months.
Strong · 79/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 17.9% CAGR over 5 years.
- ✓Compounding well recently — 23.5% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +23.5%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •Sortino ratio: 0.94
FundScore breakdown
79/100 · Strong
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Decent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.