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UTI Mid Cap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹56988 Cr | ₹11668 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 | 1.77 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | 2.28% | 3.03% |
| 6 Month | 23.34% | 19.17% |
| 1 Year | 1.91% | -5.86% |
| 3 Year | 20.26% | 15.44% |
| 5 Year | 28.03% | 23.32% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 6.78% | 4.79% |
| 1 Year | 17.48% | 11.5% |
| 3 Year | 22.14% | 16.05% |
| 5 Year | 21.86% | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 13.21% | 12.07% |
| 3 Year | 19.2% | 14.7% |
| 5 Year | 17.86% | 17.22% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 15.11% | 13.04% |
| Sharp | 0.89% | 0.65% |
| Beta | 0.86% | 0.95% |
| Alpha | 0.68% | -4.43% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Ankit Agarwal |
| Total AUM | ₹139411 Cr | ₹13947 Cr |
| Funds Managed | 11 | 3 |
| Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 2.36 | 8.57 |
| Small Cap | 13.15 | 20.52 |
| Large Cap | 13.82 | 7.36 |
| Mid Cap | 70.67 | 63.54 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 2.04 | 1.64 |
| Financial Services | 14.16 | 18.63 |
| Consumer Cyclical | 19.67 | 18.84 |
| Healthcare | 11.61 | 12.51 |
| Technology | 14.44 | 9.73 |
| Real Estate | 2.28 | 3 |
| Energy | 2.94 | 0.88 |
| Industrials | 15.49 | 16.92 |
| Basic Materials | 13.84 | 12.68 |
| Communication Services | 2.32 | 2.42 |
| Consumer Defensive | 1.21 | 0.87 |
| Utilities | - | 1.86 |
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