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Aditya Birla Sun Life Midcap vs ITI Mid Cap

Two mid cap funds, side by side: returns over 1, 3 and 5 years, rank in category, and how each did against an index fund.

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Side by side

Direct plans, growth option. Returns are annualised, to 09 Oct 2026.

Aditya Birla Sun Life MidcapITI Mid Cap
CategoryMid CapMid Cap
Return over 1 year3.8%4.5%
Return over 3 years14.0%18.7%
Return over 5 years12.2%14.5%
Rank in category, 1 year12 of 307 of 30
Rank in category, 3 years21 of 286 of 28
Rank in category, 5 years14 of 219 of 21
Against an index fund, 5 years1.1% behind1.2% ahead
Regular plan return, 5 years11.2%12.4%
What the regular plan costs0.96% a year2.13% a year
Over 5 years, ITI Mid Cap returned more by 2.3% a year

ITI Mid Cap Fund returned 14.5% a year and Aditya Birla Sun Life Midcap Fund 12.2%. It was ahead in 3 of the 3 periods compared.

Ahead over 5 yearsITI Mid Cap
Ahead over 3 yearsITI Mid Cap
Ahead over 1 yearITI Mid Cap

Two funds, one job

Both are mid cap funds, so they choose from the same list of companies and tend to hold many of the same shares. Holding both adds less spread than it seems. The choice is usually one or the other.

What the numbers do not settle

The fund that was ahead over the last 5 years is not reliably the one ahead over the next. Look at whether a lead holds across periods, what each fund would cost you to enter and leave, and which fits the rest of what you own.

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Choosing between them?

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Which fund suits you depends on your goals, your tax position and what else you own. An advisor will go through it with you on a free call.

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Questions

Which has given higher returns, Aditya Birla Sun Life Midcap Fund or ITI Mid Cap Fund?

Over the 5 years to 09 Oct 2026, ITI Mid Cap Fund returned 14.5% a year and Aditya Birla Sun Life Midcap Fund returned 12.2%, measured by their direct plans. ITI Mid Cap was ahead in 3 of the 3 periods compared. Past returns do not tell you which will lead next.

Are Aditya Birla Sun Life Midcap Fund and ITI Mid Cap Fund in the same category?

Yes. Both are mid cap funds, so they invest in the same part of the market and are likely to hold many of the same shares.

Should I switch from one to the other?

Not on past returns alone. A switch can mean an exit load and tax on your gains, and leadership between funds changes over time. Whether either fund suits you depends on your goals and the rest of your portfolio, which is a question for an advisor.

This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.

Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.