Kotak Emerging Equity Scheme vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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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	Very High	Very High
Asset Size (Cr)	₹1095 Cr	₹49092 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	2.06	1.44
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	2.16%	2.17%
6 Month	-9.34%	-9.98%
1 Year	7.44%	13.49%
3 Year	21.88%	17.91%
5 Year	-	30.69%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Kotak Emerging Equity Scheme - Growth
6 Month	-2.41%	-4.52%
1 Year	-12.71%	-11.62%
3 Year	20.93%	17.51%
5 Year	-	21%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Kotak Emerging Equity Scheme - Growth
1 Year	18.59%	13.66%
3 Year	23.23%	19.04%
5 Year	-	17.67%

Scheme Name	ITI Mid Cap Fund Regular - Growth	Kotak Emerging Equity Scheme - Growth
Standard Deviation	15.396%	15.958%
Sharp	0.922%	0.648%
Beta	0.903%	0.86%
Alpha	0.547%	-0.958%

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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
Funds Managed	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	7.19	3.56
Mid Cap	67.18	67.78
Small Cap	18.11	16.88
Large Cap	7.52	11.78

Scheme Name	ITI Mid Cap Fund Regular - Growth	Kotak Emerging Equity Scheme - Growth
Others	5.54	3.56
Utilities	2.37	0.82
Technology	16.29	16.21
Industrials	20.88	17.04
Financial Services	19.06	11.42
Healthcare	12.55	10.73
Consumer Cyclical	9.91	15.6
Basic Materials	5.77	15.17
Energy	1.88	3.08
Real Estate	2.04	2.96
Communication Services	1.44	2.01
Consumer Defensive	2.29	1.39