Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Emerging Equity Scheme vs ITI Mid Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Mid Cap Fund Regular - Growth

Invest Now

tortoise-icon Kotak Midcap Fund - Growth

Invest Now

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) ₹1329 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 -4.99% -6.59%
6 Month -1.46% -6.66%
1 Year 5.03% 2.59%
3 Year 22.51% 19.48%
5 Year - 20.18%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Midcap Fund - Growth
6 Month -2.02% -6.52%
1 Year 3.52% -3.17%
3 Year 14.01% 11.72%
5 Year - 15.69%

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 16.19% 15.04%
Sharp 1.04% 0.94%
Beta 1.00% 0.89%
Alpha 0.45% -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 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

Top Comparisons

ICICI Prudential Multi Sector Passive FOF - Growth ICICI Prudential Multi Sector Passive FOF - Growth

3Y Returns16.73%

VS

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns17.22%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns7.17%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.12%

Compare Now

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G) ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

VS

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns21.35%

Compare Now

Kotak Aggressive Hybrid Fund - Growth Kotak Aggressive Hybrid Fund - Growth

3Y Returns13.52%

VS

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns15.11%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully