Axis Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹28380 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 30 Mar 2007 | 18 Feb 2011 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 2.88% | 23% |
Expense Ratio | 1.44 | 1.58 |
Manager | Harsha Upadhyaya | Shreyash Devalkar |
ISIN Code | INF174K01DS9 | INF846K01859 |
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 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.57% | 2.79% |
6 Month | -7.4% | -5.23% |
1 Year | 10.98% | 9.62% |
3 Year | 18.64% | 16.44% |
5 Year | 29.84% | 23.92% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.96% | -0.62% |
1 Year | -9.41% | -7.4% |
3 Year | 18.37% | 17.19% |
5 Year | 21.3% | 17.81% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.66% | 16.93% |
3 Year | 19.04% | 19.46% |
5 Year | 17.67% | 19.52% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.958% | 13.08% |
Sharp | 0.648% | 0.48% |
Beta | 0.86% | 0.85% |
Alpha | -0.958% | -3.5% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Shreyash Devalkar |
Total AUM | ₹139411 Cr | ₹166770 Cr |
Funds Managed | 11 | 14 |
Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.56 | 14.81 |
Small Cap | 16.88 | 4.44 |
Mid Cap | 67.78 | 65.43 |
Large Cap | 11.78 | 15.31 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.56 | 14.69 |
Financial Services | 11.42 | 14.21 |
Consumer Cyclical | 15.6 | 18.58 |
Healthcare | 10.73 | 12.81 |
Technology | 16.21 | 10.75 |
Real Estate | 2.96 | 3.19 |
Energy | 3.08 | 0.52 |
Utilities | 0.82 | 1.15 |
Basic Materials | 15.17 | 9.15 |
Industrials | 17.04 | 11.3 |
Communication Services | 2.01 | 2.97 |
Consumer Defensive | 1.39 | 0.68 |
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