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

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon 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 Emerging Equity Scheme - Growth Aditya Birla Sun Life MidCap Fund-Growth
Fund Kotak Emerging Equity Scheme - Growth Aditya Birla Sun Life MidCap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹36528 Cr ₹4944 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 30 Mar 2007 05 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 1.49 1.93
Manager Harsha Upadhyaya Dhaval Joshi
ISIN Code INF174K01DS9 INF209K01363
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 1% for redemption within 90 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Aditya Birla Sun Life MidCap Fund-Growth
1 Month 2.53% 1.93%
6 Month 29.83% 23.42%
1 Year 51.87% 48.65%
3 Year 25.05% 22.55%
5 Year 28.12% 22.82%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Aditya Birla Sun Life MidCap Fund-Growth
6 Month - -
1 Year 22.72% 19.77%
3 Year 50.45% 45.54%
5 Year 106% 92.94%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Aditya Birla Sun Life MidCap Fund-Growth
1 Year 30.05% 27%
3 Year 77.77% 67.79%
5 Year 117.77% 101.59%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation 12.22% 13.87%
Sharp 1.31% 1.1%
Beta 0.79% 0.88%
Alpha 1.64% -1.15%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Aditya Birla Sun Life MidCap Fund-Growth
Name Harsha Upadhyaya Dhaval Joshi
Total AUM ₹139411 Cr ₹361932 Cr
Fund Manage 11 55
Kotak Emerging Equity Scheme - Growth Aditya Birla Sun Life MidCap Fund-Growth

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Aditya Birla Sun Life MidCap Fund-Growth

Mid Cap 62.46 66.67
Others 10.43 1.32
Large Cap 12.83 12.94
Small Cap 14.28 19.03

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Aditya Birla Sun Life MidCap Fund-Growth

Materials 8.72 4.97
Others 6.13 1.23
Capital Goods 21.22 11.59
Construction 3.24 2.71
Automobile 7.98 7.89
Financial 12.67 18.59
Technology 5.31 3.34
Chemicals 8.05 6.17
Healthcare 8.25 9.43
Consumer Discretionary 7.34 5.37
Energy 2.74 5.64
Communication 1.63 0.53
Metals & Mining 2.84 5.81
Consumer Staples 1.13 5.14
Diversified 0.87 -
Services 1.26 8.88
Textiles 0.62 2.67

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