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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) | ₹1201 Cr | ₹56988 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 | 3.68% | 3.54% |
| 6 Month | 17.77% | 25.02% |
| 1 Year | -5.98% | 2.61% |
| 3 Year | 21.79% | 21.66% |
| 5 Year | - | 27.12% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 3.31% | 6.78% |
| 1 Year | 8.89% | 17.48% |
| 3 Year | 20.08% | 22.14% |
| 5 Year | - | 21.86% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 15.76% | 13.21% |
| 3 Year | 23.51% | 19.2% |
| 5 Year | - | 17.86% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 16.30% | 15.11% |
| Sharp | 0.83% | 0.89% |
| Beta | 0.97% | 0.86% |
| Alpha | -0.89% | 0.68% |
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 | 12.28 | 3.51 |
| Small Cap | 17.05 | 13.93 |
| Mid Cap | 60.63 | 68.63 |
| Large Cap | 10.04 | 13.92 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 3.83 | 2.22 |
| Technology | 10.76 | 14.13 |
| Financial Services | 26.05 | 16.66 |
| Consumer Cyclical | 10.75 | 18.06 |
| Healthcare | 11.35 | 11.76 |
| Industrials | 19.75 | 15.5 |
| Basic Materials | 7.68 | 13.34 |
| Energy | 1 | 2.64 |
| Utilities | 2.81 | - |
| Consumer Defensive | 3.3 | 1.17 |
| Real Estate | 1.12 | 2.26 |
| Communication Services | 1.61 | 2.25 |
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