UTI Mid Cap Fund vs Kotak Emerging Equity Scheme compare

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)	₹50627 Cr	₹11894 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	1.43	1.75
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

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
1 Month	-7.1%	-5.88%
6 Month	-2.54%	-5.1%
1 Year	22.86%	13.49%
3 Year	19.18%	14.31%
5 Year	23.73%	22.06%

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
6 Month	-	-
1 Year	11.64%	3.81%
3 Year	24.94%	19.68%
5 Year	26.43%	22.22%

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
1 Year	13.27%	12.75%
3 Year	18.68%	14.39%
5 Year	17.6%	15.7%

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Standard Deviation	12.22%	13.04%
Sharp	1.1%	0.69%
Beta	0.8%	0.88%
Alpha	2.56%	-3.42%

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Name	Harsha Upadhyaya	Ankit Agarwal
Total AUM	₹139411 Cr	₹13947 Cr
Fund Manage	11	3
	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Others	3.71	3.18
Small Cap	14.15	23.5
Large Cap	10.8	6.91
Mid Cap	71.14	66.41

Scheme Name	Kotak Emerging Equity Scheme - Growth	UTI Mid Cap Fund-Growth Option
Others	3.71	3.18
Capital Markets	1.15	2.1
Finance	4.97	6.3
Banks	3.46	5.12
Healthcare Services	4.49	3.52
IT - Software	15.17	7.69
Realty	3.11	2.01
Petroleum Products	0.61	-
Chemicals & Petrochemicals	5.66	2.2
Electrical Equipment	2.63	2.57
Fertilizers & Agrochemicals	4.88	2.55
Insurance	2.76	2.94
Industrial Products	7.32	7.76
Consumer Durables	10.86	8.54
Construction	1.01	0.39
Aerospace & Defense	1.83	1.03
Oil	1.42	0.55
Auto Components	11.37	11.27
Cement & Cement Products	3.3	2.51
Telecom - Services	2.03	2.31
Pharmaceuticals & Biotechnology	5.6	7.22
Personal Products	1.61	0.98
Industrial Manufacturing	0.3	0.8
Textiles & Apparels	0.55	0.95
IT - Services	-	0.95
Transport Services	-	1.32
Automobiles	-	1.11
Retailing	-	3.15
Financial Technology (Fintech)	-	2.56
Power	-	1.15
Minerals & Mining	-	1.08
Beverages	-	1.21
Leisure Services	-	1.39
Gas	-	0.91
Commercial Services & Supplies	-	0.68