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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 | 0.32% | -1.92% |
| 6 Month | 3.14% | 3.19% |
| 1 Year | -0.35% | 0.06% |
| 3 Year | 22.13% | 20.08% |
| 5 Year | - | 23% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 3.3% | -0.38% |
| 1 Year | 15.91% | 12.98% |
| 3 Year | 18.63% | 17.79% |
| 5 Year | - | 18.85% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 11.69% | 12.7% |
| 3 Year | 23.19% | 19.67% |
| 5 Year | - | 18.03% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 16.34% | 12.22% |
| Sharp | 0.96% | 0.98% |
| Beta | 1.00% | 0.88% |
| Alpha | -0.38% | -0.24% |
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 | 1.28 |
| 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 | 11.8 |
| 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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