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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 | ₹53464 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 | 3.73% | 5.85% |
| 6 Month | 2.13% | 2.15% |
| 1 Year | 0.37% | 7.99% |
| 3 Year | 29.34% | 27.74% |
| 5 Year | - | 31.02% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 11.98% | 14.76% |
| 1 Year | 9.26% | 16.51% |
| 3 Year | 25.13% | 25% |
| 5 Year | - | 24.33% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 17.38% | 13.5% |
| 3 Year | 23.06% | 18.9% |
| 5 Year | - | 17.75% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 16.91% | 16.22% |
| Sharp | 1.10% | 0.99% |
| Beta | 0.94% | 0.87% |
| Alpha | 1.22% | -0.10% |
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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 | 7.19 | 3.56 |
| Mid Cap | 67.18 | 67.78 |
| Small Cap | 18.11 | 16.88 |
| Large Cap | 7.52 | 11.78 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 5.54 | 3.56 |
| Utilities | 2.37 | 0.82 |
| Technology | 16.29 | 16.21 |
| Industrials | 20.88 | 17.04 |
| Financial Services | 19.06 | 11.42 |
| Healthcare | 12.55 | 10.73 |
| Consumer Cyclical | 9.91 | 15.6 |
| Basic Materials | 5.77 | 15.17 |
| Energy | 1.88 | 3.08 |
| Real Estate | 2.04 | 2.96 |
| Communication Services | 1.44 | 2.01 |
| Consumer Defensive | 2.29 | 1.39 |
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