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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) | ₹1224 Cr | ₹57375 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 | -2.99% | -0.75% |
| 6 Month | 13.01% | 18.34% |
| 1 Year | -5.19% | 5.22% |
| 3 Year | 21.92% | 21.37% |
| 5 Year | - | 28.09% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 2.72% | 8.02% |
| 1 Year | 1% | 12.22% |
| 3 Year | 19.17% | 21.59% |
| 5 Year | - | 21.88% |
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 | 16.28% | 15.09% |
| Sharp | 1.00% | 1.03% |
| Beta | 0.98% | 0.86% |
| Alpha | -0.74% | 0.55% |
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 | 8.68 | 2.36 |
| Small Cap | 18.56 | 13.15 |
| Mid Cap | 64.71 | 70.67 |
| Large Cap | 8.04 | 13.82 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 2.7 | 2.04 |
| Technology | 10.74 | 14.44 |
| Financial Services | 23.99 | 14.16 |
| Consumer Cyclical | 8.36 | 19.67 |
| Healthcare | 11.33 | 11.61 |
| Industrials | 21.78 | 15.49 |
| Basic Materials | 9.25 | 13.84 |
| Energy | 0.95 | 2.94 |
| Utilities | 3.61 | - |
| Consumer Defensive | 3.29 | 1.21 |
| Real Estate | 2.36 | 2.28 |
| Communication Services | 1.64 | 2.32 |
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