UTI Mid Cap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | UTI Mid Cap Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹11125 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 | 1.76 |
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 Emerging Equity Scheme - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 2.17% | 2.18% |
6 Month | -9.98% | -11.72% |
1 Year | 13.49% | 7.39% |
3 Year | 17.91% | 14.23% |
5 Year | 30.69% | 27.58% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -4.52% | -4.62% |
1 Year | -11.62% | -14.94% |
3 Year | 17.51% | 12.73% |
5 Year | 21% | 16.7% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 13.66% | 13.03% |
3 Year | 19.04% | 14.51% |
5 Year | 17.67% | 16.13% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 15.958% | 13.04% |
Sharp | 0.648% | 0.44% |
Beta | 0.86% | 0.94% |
Alpha | -0.958% | -5% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Ankit Agarwal |
Total AUM | ₹139411 Cr | ₹13947 Cr |
Funds Managed | 11 | 3 |
Kotak Emerging Equity Scheme - Growth | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 3.56 | 5.95 |
Small Cap | 16.88 | 20.01 |
Mid Cap | 67.78 | 66.08 |
Large Cap | 11.78 | 7.96 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 3.56 | 3.78 |
Financial Services | 11.42 | 18.85 |
Consumer Cyclical | 15.6 | 19.96 |
Healthcare | 10.73 | 11.89 |
Technology | 16.21 | 10.93 |
Real Estate | 2.96 | 3.4 |
Energy | 3.08 | - |
Utilities | 0.82 | 1.02 |
Basic Materials | 15.17 | 12.33 |
Industrials | 17.04 | 13.46 |
Communication Services | 2.01 | 2.63 |
Consumer Defensive | 1.39 | 1.73 |
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