ITI Mid Cap Fund Regular vs Kotak Emerging Equity Scheme compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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Chart Comparison

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

Overview

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Emerging Equity Scheme - Growth
Fund ITI Mid Cap Fund Regular - Growth Kotak Emerging Equity Scheme - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹984 Cr ₹51371 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 May 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 2.16 1.42
Manager Rohan Korde Harsha Upadhyaya
ISIN Code INF00XX01895 INF174K01DS9
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Emerging Equity Scheme - Growth
1 Month 1.66% -4.53%
6 Month 27.99% 18.53%
1 Year 67.26% 45.45%
3 Year 25.91% 22.32%
5 Year - 27.1%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Emerging Equity Scheme - Growth
6 Month - -
1 Year 29.45% 22.72%
3 Year 63.57% 50.45%
5 Year 67.28% 106%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Emerging Equity Scheme - Growth
1 Year 18.02% 13.29%
3 Year 23.95% 18.82%
5 Year - 17.62%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Emerging Equity Scheme - Growth
Standard Deviation 14.37% 12.22%
Sharp 1.22% 1.28%
Beta 0.89% 0.8%
Alpha -0.32% 2.32%

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Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth Kotak Emerging Equity Scheme - Growth
Name Rohan Korde Harsha Upadhyaya
Total AUM ₹4626 Cr ₹139411 Cr
Fund Manage 10 11
ITI Mid Cap Fund Regular - Growth Kotak Emerging Equity Scheme - Growth

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

Kotak Emerging Equity Scheme - Growth

Others 1.92 3.1
Mid Cap 60.31 70.55
Small Cap 14.85 15.06
Large Cap 20.62 11.49

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Kotak Emerging Equity Scheme - Growth

Others 1.92 3.1
Power 5.84 -
Industrial Products 7.44 7.78
Construction 1.39 1.02
Cement & Cement Products 1.57 3.3
IT - Services 1.46 -
Finance 7.8 6.3
Healthcare Services 3.53 4.17
Electrical Equipment 5.39 2.13
IT - Software 6.02 14.04
Aerospace & Defense 4.62 1.77
Pharmaceuticals & Biotechnology 4.78 5.12
Auto Components 7.45 11.4
Gas 0.23 0.33
Banks 6.62 3.38
Fertilizers & Agrochemicals 0.83 4.79
Realty 5.47 2.88
Petroleum Products 1.83 0.68
Transport Services 0.9 -
Ferrous Metals 2.97 -
Non - Ferrous Metals 0.72 -
Telecom - Services 3.97 2
Diversified FMCG 0.73 -
Industrial Manufacturing 3.95 0.31
Leisure Services 0.82 0.39
Oil 1.5 1.68
Chemicals & Petrochemicals 2.83 5.82
Entertainment 0.7 0.26
Automobiles 1.66 -
Minerals & Mining 0.83 -
Retailing 1.93 0.76
Capital Markets - 0.93
Insurance - 2.77
Consumer Durables - 11.12
Personal Products - 1.44
Textiles & Apparels - 0.53

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