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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) | ₹57102 Cr | ₹6205 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 | -1.12% | -2.23% |
| 6 Month | 9.23% | 8.08% |
| 1 Year | 5.37% | 0.92% |
| 3 Year | 21.93% | 18.85% |
| 5 Year | 28.32% | 25.26% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 10.29% | 6.25% |
| 1 Year | 12.44% | 4.82% |
| 3 Year | 22.09% | 18.35% |
| 5 Year | 22.31% | 19.01% |
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 | 15.09% | 13.87% |
| Sharp | 1.03% | 1.1% |
| Beta | 0.88% | 0.92% |
| Alpha | 0.16% | -3.69% |
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 | 3.75 | 7.92 |
| Small Cap | 13.37 | 18.28 |
| Large Cap | 12.8 | 6.19 |
| Mid Cap | 70.07 | 67.6 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 3.35 | 3.67 |
| Financial Services | 12.48 | 22.92 |
| Consumer Cyclical | 19.31 | 14.25 |
| Healthcare | 10.95 | 12.04 |
| Technology | 15.09 | 9.1 |
| Real Estate | 2.67 | 3.87 |
| Energy | 3.02 | - |
| Utilities | 0 | 2.6 |
| Industrials | 16.31 | 11.94 |
| Basic Materials | 13.41 | 15.62 |
| Communication Services | 2.24 | 1.2 |
| Consumer Defensive | 1.16 | 2.8 |
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