- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Mid Cap Fund Regular vs Kotak Emerging Equity Scheme compare
ITI Mid Cap Fund Regular - Growth
Kotak Midcap Fund - Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1309 Cr | ₹60480 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Mar 2021 | 30 Mar 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 2.88% |
| Expense Ratio | 2.06 | 1.44 |
| Manager | Rohan Korde | Harsha Upadhyaya |
| ISIN Code | INF00XX01895 | INF174K01DS9 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Month | 2.49% | 0.4% |
| 6 Month | 5.88% | 3.47% |
| 1 Year | 4.42% | 2.68% |
| 3 Year | 24.39% | 21.72% |
| 5 Year | - | 23.57% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 1.87% | -1.83% |
| 1 Year | 13.45% | 10.09% |
| 3 Year | 18.39% | 17.21% |
| 5 Year | - | 18.78% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 11.69% | 12.58% |
| 3 Year | 23.19% | 19.7% |
| 5 Year | - | 18.04% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 16.34% | 12.22% |
| Sharp | 0.96% | 0.98% |
| Beta | 1.00% | 0.88% |
| Alpha | -0.38% | -0.24% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Name | Rohan Korde | Harsha Upadhyaya |
| Total AUM | ₹4626 Cr | ₹139411 Cr |
| Funds Managed | 10 | 11 |
| ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 12.43 | 4.73 |
| Mid Cap | 62 | 69.34 |
| Large Cap | 9.57 | 12.57 |
| Small Cap | 15.99 | 13.36 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 2.03 | 2.09 |
| Financial Services | 25.98 | 20.28 |
| Consumer Cyclical | 11.26 | 15.98 |
| Technology | 13.12 | 13.23 |
| Industrials | 19.75 | 15.19 |
| Healthcare | 11.7 | 12.17 |
| Basic Materials | 10.73 | 13.22 |
| Energy | 0.73 | 2.69 |
| Consumer Defensive | 1.97 | 0.8 |
| Communication Services | 1.63 | 2.17 |
| Utilities | 1.11 | - |
| Real Estate | - | 2.18 |
Top Comparisons
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns16.95%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.82%
Kotak Gold Fund Growth
3Y Returns32.57%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns33.31%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns16.91%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns16.95%
Quant Large and Mid Cap Fund-Growth
3Y Returns15.89%
