Aditya Birla Sun Life MidCap Fund vs Kotak Emerging Equity Scheme compare

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Kotak Midcap Fund - Growth

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Aditya Birla Sun Life MidCap Fund-Growth

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Chart Comparison

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

Overview

Scheme Name	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Fund	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹60385 Cr	₹6271 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	30 Mar 2007	03 Oct 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	2.88%	16%
Expense Ratio	1.44	1.87
Manager	Harsha Upadhyaya	Dhaval Joshi
ISIN Code	INF174K01DS9	INF209K01363
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	Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth
1 Month	-1.92%	-0.61%
6 Month	3.19%	2.85%
1 Year	0.06%	0.64%
3 Year	20.08%	19.11%
5 Year	23%	21.24%

Scheme Name	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth
6 Month	-0.38%	1.68%
1 Year	12.98%	13.4%
3 Year	17.79%	16.08%
5 Year	18.85%	16.85%

Scheme Name	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth
1 Year	12.7%	19.39%
3 Year	19.67%	18.58%
5 Year	18.03%	15.8%

Scheme Name	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation	15.08%	15.53%
Sharp	0.92%	0.83%
Beta	0.88%	0.94%
Alpha	-0.28%	-2.24%

Scheme Name	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Name	Harsha Upadhyaya	Dhaval Joshi
Total AUM	₹139411 Cr	₹361932 Cr
Funds Managed	11	55
	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth

Scheme Name	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Others	1.12	2.62
Small Cap	14.96	22.42
Mid Cap	70.07	65.73
Large Cap	13.85	9.23

Scheme Name	Kotak Midcap Fund - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Others	1.25	2.62
Capital Markets	3.02	0.59
Retailing	6.77	2.95
Cement & Cement Products	3.86	2.94
Finance	10.27	8.89
Healthcare Services	7.67	3.3
IT - Software	9.95	7.52
Realty	2.36	4.06
Petroleum Products	1.91	-
Fertilizers & Agrochemicals	3.7	0.39
Banks	3.8	8.69
Insurance	2.69	3.02
Electrical Equipment	5.5	4.8
Consumer Durables	7.47	6.24
Aerospace & Defense	2.37	-
Oil	1.09	-
Construction	0.56	-
Chemicals & Petrochemicals	5.26	3.9
Auto Components	7.19	6.83
Telecom - Services	2.28	-
Industrial Products	5.01	8.19
Pharmaceuticals & Biotechnology	4.09	3.92
Personal Products	1.02	-
Ferrous Metals	0.91	1.72
IT - Services	-	1.75
Leisure Services	-	1.36
Paper, Forest & Jute Products	-	0.73
Commercial Services & Supplies	-	1.8
Diversified Metals	-	0.7
Financial Technology (Fintech)	-	0.91
Automobiles	-	1.13
Minerals & Mining	-	1.91
Beverages	-	2.75
Transport Infrastructure	-	0.74
Textiles & Apparels	-	3.34
Power	-	2.31