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

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tortoise-icon Kotak Midcap Fund - 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 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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