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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) | ₹58300 Cr | ₹11666 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 | 1.62% | 3.33% |
| 6 Month | 14.66% | 11.13% |
| 1 Year | 6.2% | 1.36% |
| 3 Year | 21.98% | 16.68% |
| 5 Year | 27.19% | 22.54% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 1.32% | -0.8% |
| 1 Year | 14.14% | 6.11% |
| 3 Year | 19.37% | 12.54% |
| 5 Year | 20% | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 12.97% | 11.81% |
| 3 Year | 19.31% | 14.89% |
| 5 Year | 17.93% | 17.55% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 15.02% | 13.04% |
| Sharp | 0.94% | 0.64% |
| Beta | 0.86% | 0.96% |
| Alpha | 0.66% | -5.43% |
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 | 3.45 | 9.58 |
| Small Cap | 14.03 | 19.35 |
| Large Cap | 13.54 | 8.14 |
| Mid Cap | 68.98 | 62.94 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 1.88 | 2.29 |
| Financial Services | 18.65 | 19.8 |
| Consumer Cyclical | 17.46 | 17.41 |
| Basic Materials | 13.62 | 11.73 |
| Healthcare | 11.6 | 11.09 |
| Technology | 12.76 | 9.8 |
| Real Estate | 2.17 | 3.12 |
| Energy | 2.93 | 1.03 |
| Industrials | 15.78 | 18.62 |
| Communication Services | 2.08 | 2.28 |
| Consumer Defensive | 1.07 | 0.93 |
| Utilities | - | 1.9 |
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