UTI Mid Cap Fund vs Kotak Emerging Equity Scheme compare

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Kotak Emerging Equity Scheme - Growth

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UTI Mid Cap Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Fund	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49092 Cr	₹11125 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	30 Mar 2007	01 Aug 2005
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	2.88%	17%
Expense Ratio	1.44	1.76
Manager	Harsha Upadhyaya	Ankit Agarwal
ISIN Code	INF174K01DS9	INF789F01810
Exits Load	Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
1 Month	4.85%	4.37%
6 Month	-2.15%	-2.39%
1 Year	9.52%	5.76%
3 Year	23.28%	20.19%
5 Year	32.32%	28.5%

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
6 Month	5.95%	5.12%
1 Year	2.94%	-1.44%
3 Year	21.88%	16.7%
5 Year	22.91%	18.41%

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
1 Year	13.66%	13.03%
3 Year	19.04%	14.51%
5 Year	17.67%	16.13%

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Standard Deviation	15.958%	13.04%
Sharp	0.648%	0.55%
Beta	0.86%	0.93%
Alpha	-0.958%	-5.32%

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Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Name	Harsha Upadhyaya	Ankit Agarwal
Total AUM	₹139411 Cr	₹13947 Cr
Funds Managed	11	3
	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Others	3.56	2.65
Small Cap	16.88	20.45
Mid Cap	67.78	67.66
Large Cap	11.78	9.24

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Others	3.56	2.65
Financial Services	11.42	-
Consumer Cyclical	15.6	-
Healthcare	10.73	-
Technology	16.21	-
Real Estate	2.96	-
Energy	3.08	-
Utilities	0.82	-
Basic Materials	15.17	-
Industrials	17.04	-
Communication Services	2.01	-
Consumer Defensive	1.39	-
Industrial Products	-	7.54
Retailing	-	3.68
Cement & Cement Products	-	3.02
IT - Services	-	0.96
Finance	-	7.41
Healthcare Services	-	4.76
Pharmaceuticals & Biotechnology	-	7.62
Banks	-	4.66
Electrical Equipment	-	1.89
IT - Software	-	7.25
Consumer Durables	-	7.33
Auto Components	-	9.31
Industrial Manufacturing	-	0.79
Realty	-	3.4
Ferrous Metals	-	0.94
Capital Markets	-	2.45
Transport Services	-	0.51
Automobiles	-	1.04
Fertilizers & Agrochemicals	-	3.31
Insurance	-	3.35
Construction	-	0.73
Aerospace & Defense	-	1.21
Telecom - Services	-	1.45
Chemicals & Petrochemicals	-	3.01
Leisure Services	-	2.31
Financial Technology (Fintech)	-	1.6
Personal Products	-	0.9
Minerals & Mining	-	1.59
Textiles & Apparels	-	1.19
Power	-	0.69
Gas	-	0.9
Commercial Services & Supplies	-	0.55