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ITI Mid Cap Fund Regular vs Kotak Emerging Equity Scheme compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon Kotak Midcap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1290 Cr ₹60385 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 0.99% -1.44%
6 Month 5.87% 6.22%
1 Year 3.91% 4.46%
3 Year 23.03% 21.19%
5 Year - 23.8%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Midcap Fund - Growth
6 Month 4.33% 0.71%
1 Year 17.46% 15.07%
3 Year 19.75% 19.05%
5 Year - 19.82%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Midcap Fund - Growth
1 Year 11.69% 12.75%
3 Year 23.19% 19.65%
5 Year - 18.02%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Midcap Fund - Growth
Standard Deviation 16.35% 12.22%
Sharp 0.96% 1.03%
Beta 1.00% 0.88%
Alpha -0.49% 0.41%

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 13.23 3.26
Mid Cap 62.64 69.8
Large Cap 9.39 13.22
Small Cap 14.75 13.72

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Kotak Midcap Fund - Growth
Others 2.97 1.32
Financial Services 24.97 19.77
Consumer Cyclical 10.09 16.43
Technology 12.62 12.78
Industrials 21.15 15.82
Healthcare 10.87 11.76
Basic Materials 10.96 13.45
Energy 0.8 3.01
Utilities 1.13 -
Consumer Defensive 2.83 1.02
Real Estate 0 2.36
Communication Services 1.62 2.28

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