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Aditya Birla Sun Life MidCap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
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) | ₹56988 Cr | ₹5970 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | 2.04% | 2.47% |
| 6 Month | 24.23% | 19.05% |
| 1 Year | 1.07% | -3.99% |
| 3 Year | 20.16% | 17.67% |
| 5 Year | 26.82% | 23.85% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 6.78% | 4.04% |
| 1 Year | 17.48% | 11.78% |
| 3 Year | 22.14% | 18.72% |
| 5 Year | 21.86% | 18.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 13.21% | 20.02% |
| 3 Year | 19.2% | 18.45% |
| 5 Year | 17.86% | 15.6% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.11% | 13.87% |
| Sharp | 0.89% | 0.76% |
| Beta | 0.86% | 0.94% |
| Alpha | 0.68% | -2.6% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 2.36 | 8.56 |
| Small Cap | 13.15 | 17.93 |
| Large Cap | 13.82 | 4.66 |
| Mid Cap | 70.67 | 68.85 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 2.04 | 3.54 |
| Financial Services | 14.16 | 20.54 |
| Consumer Cyclical | 19.67 | 14.97 |
| Healthcare | 11.61 | 12.48 |
| Technology | 14.44 | 10.98 |
| Real Estate | 2.28 | 3.81 |
| Energy | 2.94 | - |
| Industrials | 15.49 | 11.11 |
| Basic Materials | 13.84 | 16.2 |
| Communication Services | 2.32 | 1.14 |
| Consumer Defensive | 1.21 | 2.87 |
| Utilities | - | 2.36 |
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