Kotak Emerging Equity Scheme vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Kotak Emerging Equity Scheme - Growth
Chart Comparison
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹1110 Cr | ₹50627 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 | 2.11 | 1.43 |
| 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 |
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| 1 Month | 4.51% | 3.62% |
| 6 Month | -1.11% | 6.39% |
| 1 Year | 31.53% | 34.57% |
| 3 Year | 23.14% | 23.03% |
| 5 Year | - | 27.23% |
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.2% | 29.8% |
| 3 Year | 32% | 30.5% |
| 5 Year | - | 29.85% |
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| 1 Year | 18.31% | 13.27% |
| 3 Year | 23.99% | 18.68% |
| 5 Year | - | 17.6% |
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| Standard Deviation | 14.37% | 12.22% |
| Sharp | 1.22% | 1.16% |
| Beta | 0.89% | 0.8% |
| Alpha | -0.32% | 2.59% |
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| 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 |
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| Others | 2.86 | 3.71 |
| Mid Cap | 71.32 | 71.14 |
| Small Cap | 15.99 | 14.15 |
| Large Cap | 9.83 | 10.8 |
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Kotak Emerging Equity Scheme - Growth |
|---|---|---|
| Others | 2.86 | 3.71 |
| Power | 5.4 | - |
| Industrial Products | 7.49 | 7.32 |
| Construction | 1.95 | 1.01 |
| IT - Services | 1.52 | - |
| Finance | 8.15 | 4.97 |
| Healthcare Services | 4.41 | 4.49 |
| Electrical Equipment | 7.22 | 2.63 |
| Agricultural, Commercial & Construction Vehicles | 1.01 | - |
| Chemicals & Petrochemicals | 3.26 | 5.66 |
| IT - Software | 6.91 | 15.17 |
| Petroleum Products | 1.09 | 0.61 |
| Transport Services | 1.28 | - |
| Non - Ferrous Metals | 2.02 | - |
| Pharmaceuticals & Biotechnology | 6.9 | 5.6 |
| Banks | 4.38 | 3.46 |
| Aerospace & Defense | 1.18 | 1.83 |
| Insurance | 1.46 | 2.76 |
| Agricultural Food & other Products | 1.65 | - |
| Industrial Manufacturing | 3.43 | 0.3 |
| Realty | 4.03 | 3.11 |
| Ferrous Metals | 2 | - |
| Consumer Durables | 2.94 | 10.86 |
| Capital Markets | 1.83 | 1.15 |
| Auto Components | 3.68 | 11.37 |
| Telecom - Services | 1.35 | 2.03 |
| Financial Technology (Fintech) | 1.29 | - |
| Automobiles | 1.14 | - |
| Minerals & Mining | 0.97 | - |
| Fertilizers & Agrochemicals | 1.2 | 4.88 |
| Retailing | 2.12 | - |
| Commercial Services & Supplies | 0.92 | - |
| Textiles & Apparels | 1.05 | 0.55 |
| Cement & Cement Products | 1 | 3.3 |
| Transport Infrastructure | 0.91 | - |
| Oil | - | 1.42 |
| Personal Products | - | 1.61 |
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