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 | 1.88% | 4.16% |
6 Month | -0.28% | 0.62% |
1 Year | -3.39% | 4.9% |
3 Year | 28.7% | 27.19% |
5 Year | - | 30.42% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
---|---|---|
6 Month | 10.89% | 14.19% |
1 Year | 9.19% | 17.42% |
3 Year | 23.91% | 24.24% |
5 Year | - | 23.84% |
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 | 16.66% | 15.94% |
Sharp | 1.25% | 1.22% |
Beta | 0.96% | 0.88% |
Alpha | -0.17% | 0.16% |
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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 | 5.23 | 6.39 |
Small Cap | 19.41 | 13.91 |
Mid Cap | 65.52 | 67.02 |
Large Cap | 9.84 | 12.68 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Kotak Midcap Fund - Growth |
---|---|---|
Others | 2.05 | 5.96 |
Technology | 10.66 | 14.57 |
Industrials | 21.93 | 15.58 |
Financial Services | 20.13 | 11.53 |
Healthcare | 12.13 | 11.29 |
Consumer Cyclical | 8.66 | 17.59 |
Basic Materials | 10.09 | 13.76 |
Energy | 2.34 | 3.08 |
Consumer Defensive | 4.28 | 1.27 |
Real Estate | 2.82 | 2.62 |
Utilities | 3.27 | 0.52 |
Communication Services | 1.66 | 2.24 |
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