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Kotak Emerging Equity Scheme vs ITI Mid Cap Fund Regular 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 | ₹60637 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 | -3.47% | -5.05% |
| 6 Month | 0.3% | -5.3% |
| 1 Year | 8.69% | 6.25% |
| 3 Year | 23.16% | 19.91% |
| 5 Year | - | 20.52% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 1.72% | -2.4% |
| 1 Year | 13.17% | 7.89% |
| 3 Year | 16.56% | 14.97% |
| 5 Year | - | 17.34% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 7.61% | 12.48% |
| 3 Year | 23.06% | 19.75% |
| 5 Year | - | 18.07% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 14.37% | 12.22% |
| Sharp | 1.08% | 0.99% |
| Beta | 0.99% | 0.88% |
| Alpha | 0.34% | -0.38% |
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 | 11.88 | 5.4 |
| Mid Cap | 62.18 | 69.94 |
| Large Cap | 9.61 | 13.25 |
| Small Cap | 16.32 | 11.42 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 1.13 | 1 |
| Financial Services | 27.89 | 22.72 |
| Consumer Cyclical | 10.17 | 16.22 |
| Technology | 11.48 | 12.72 |
| Industrials | 20.43 | 15.37 |
| Healthcare | 11.54 | 12.06 |
| Basic Materials | 11.96 | 13.04 |
| Energy | 0.69 | 2 |
| Consumer Defensive | 2.21 | 0.44 |
| Communication Services | 1.4 | 2.23 |
| Utilities | 1.1 | - |
| Real Estate | - | 2.21 |
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