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Mid Capregulargrowth📊 NIFTY Midcap 150 TRI(SEBI default)

ITI Mid Cap Fund - Regular Plan - Growth Option

ITI Mutual Fund

#18 of 29 (1Y)

₹22.1908

0.31 (-1.39%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹22.1908

0.31 (-1.39%)

29 May 2026

AMFI: 148732

Direct · Growth

₹₹24.5763

0.34 (-1.38%)

29 May 2026

AMFI: 148733

Regular · IDCW

₹₹20.1908

0.29 (-1.39%)

29 May 2026

AMFI: 148734

Direct · IDCW

₹₹22.5331

0.32 (-1.38%)

29 May 2026

AMFI: 148731

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.67%
1 Month+0.76%
3 Months+0.71%
6 Months+0.15%
1 Year+6.31%
3 Years (CAGR)+23.26%
5 Years (CAGR)+16.34%
10 Years (CAGR)
Since Inception (Mar 2021)+16.26%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+7.33%
3 Year SIP+12.27%
5 Year SIP+16.21%
Since Inception (Mar 2021)+16.22%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹31,000

Invested

₹47,518

Value today

16.6%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,219

Value today

16.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,10,000

Withdrawn

₹17,43,902

Corpus left

+₹10,53,902 net gain — withdrew ₹3,10,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹12,13,419

Value today

-8.9%

vs lumpsum

Direct lumpsum would have beaten STP by 8.9% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,05,734

Value today

1.1×

Multiple

Staying invested through that crash turned ₹1L into ₹1,05,734 — a 1.1× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 5 years

Expense ratio drag on your actual returns

Direct plan

₹48,974

Regular plan

₹46,410

Direct earns ₹2,564 more on a ₹30K investment1.71% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseITI Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹1,291 Cr
Expense Ratio1.99%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY Midcap 150 TRI ✓
Launch Date05 Mar 2021
AMFI Code148732

Risk Metrics

Trailing 1 year, annualised

-0.10

Sharpe Ratio

-0.01

Alpha

0.42

Beta

-0.09

Sortino

18.19%

Std Dev

-20.67%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

ITI Mid Cap Fund - Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

ITI Mid Cap Fund - Regular Plan - Growth Option is a Mid Cap mutual fund offered by ITI Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹1,291 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.99%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations