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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) | ₹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 | 1.54% | -0.45% |
| 6 Month | 5.99% | 8.03% |
| 1 Year | 6.74% | 7.33% |
| 3 Year | 23.56% | 22.16% |
| 5 Year | - | 25.1% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 2.13% | 1.14% |
| 1 Year | 13.78% | 16.2% |
| 3 Year | 19.11% | 19.75% |
| 5 Year | - | 20.07% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 11.69% | 12.81% |
| 3 Year | 23.19% | 19.58% |
| 5 Year | - | 18% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 16.35% | 15.01% |
| Sharp | 0.96% | 0.98% |
| Beta | 1.00% | 0.88% |
| Alpha | -0.49% | 0.40% |
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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