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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) | ₹58300 Cr | ₹6008 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 | -0.08% | 2.33% |
| 6 Month | 9.95% | 6.86% |
| 1 Year | 7.22% | 6.36% |
| 3 Year | 21.53% | 19.67% |
| 5 Year | 25.75% | 23.53% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 1.14% | 1.2% |
| 1 Year | 16.2% | 13.52% |
| 3 Year | 19.75% | 17.16% |
| 5 Year | 20.07% | 17.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 12.81% | 19.44% |
| 3 Year | 19.58% | 18.54% |
| 5 Year | 18% | 15.76% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.01% | 13.87% |
| Sharp | 0.98% | 0.88% |
| Beta | 0.88% | 0.94% |
| Alpha | 0.40% | -2.37% |
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 | 3.45 | 8.79 |
| Small Cap | 14.03 | 21.45 |
| Large Cap | 13.54 | 3.95 |
| Mid Cap | 68.98 | 65.81 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 1.88 | 2.88 |
| Financial Services | 18.65 | 20.63 |
| Consumer Cyclical | 17.46 | 17.13 |
| Basic Materials | 13.62 | 16.17 |
| Healthcare | 11.6 | 10.41 |
| Technology | 12.76 | 11.09 |
| Real Estate | 2.17 | 3.76 |
| Energy | 2.93 | - |
| Industrials | 15.78 | 11.8 |
| Communication Services | 2.08 | 1.09 |
| Consumer Defensive | 1.07 | 2.8 |
| Utilities | - | 2.23 |
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