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Axis Midcap Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Midcap Fund - Growth

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tortoise-icon Axis Midcap Fund - Regular Plan - 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 Axis Midcap Fund - Regular Plan - Growth
Fund Kotak Midcap Fund - Growth Axis Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹56988 Cr ₹31056 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 Midcap Fund - Growth Axis Midcap Fund - Regular Plan - Growth
1 Month 3.08% 3.18%
6 Month 25.5% 20.85%
1 Year 2.17% -0.32%
3 Year 21.5% 18.66%
5 Year 26.93% 21.9%

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth Axis Midcap Fund - Regular Plan - Growth
6 Month 6.78% 5.23%
1 Year 17.48% 14.39%
3 Year 22.14% 19.57%
5 Year 21.86% 18.18%

Rolling Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth Axis Midcap Fund - Regular Plan - Growth
1 Year 13.21% 16.33%
3 Year 19.2% 19.44%
5 Year 17.86% 19.68%

Risk Management

Scheme Name Kotak Midcap Fund - Growth Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 15.11% 13.08%
Sharp 0.89% 0.81%
Beta 0.86% 0.83%
Alpha 0.68% -1.24%

Fund Managers

Scheme Name Kotak Midcap Fund - Growth Axis Midcap Fund - Regular Plan - Growth
Name Harsha Upadhyaya Shreyash Devalkar
Total AUM ₹139411 Cr ₹166770 Cr
Funds Managed 11 14
Kotak Midcap Fund - Growth Axis Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Midcap Fund - Growth

Axis Midcap Fund - Regular Plan - Growth

Others 2.36 13.28
Small Cap 13.15 5.54
Large Cap 13.82 10.05
Mid Cap 70.67 71.13

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

Axis Midcap Fund - Regular Plan - Growth

Others 2.04 8.2
Financial Services 14.16 14.76
Consumer Cyclical 19.67 19.93
Healthcare 11.61 10.99
Technology 14.44 9.63
Real Estate 2.28 3.19
Energy 2.94 0.78
Industrials 15.49 15.82
Basic Materials 13.84 11.74
Communication Services 2.32 3.37
Consumer Defensive 1.21 0.35
Utilities - 1.23

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