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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) | ₹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 |
Trailing Lumpsum Returns
| 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% |
SIP Return Analysis
| 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% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.22% | 13.87% |
| Sharp | 0.98% | 0.88% |
| Beta | 0.88% | 0.94% |
| Alpha | -0.24% | -2.36% |
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 | 3.26 | 9.57 |
| Small Cap | 13.72 | 21.12 |
| Large Cap | 13.22 | 4.01 |
| Mid Cap | 69.8 | 65.3 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 1.28 | 2.63 |
| Financial Services | 19.77 | 22.08 |
| Consumer Cyclical | 16.43 | 17.67 |
| Basic Materials | 13.45 | 14.9 |
| Healthcare | 11.8 | 8.26 |
| Technology | 12.78 | 11.4 |
| Real Estate | 2.36 | 5.91 |
| Energy | 3.01 | - |
| Industrials | 15.82 | 10.99 |
| Communication Services | 2.28 | 1.1 |
| Consumer Defensive | 1.02 | 2.75 |
| Utilities | - | 2.31 |
Top Comparisons
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