Axis Midcap Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

Kotak Midcap Fund - Growth

Invest Now

Axis Midcap Fund - Regular Plan - Growth

Invest Now

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)	₹53464 Cr	₹30502 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

Scheme Name	Kotak Midcap Fund - Growth	Axis Midcap Fund - Regular Plan - Growth
1 Month	5.35%	3.96%
6 Month	0.36%	1.1%
1 Year	6.58%	5.09%
3 Year	27.51%	24.12%
5 Year	30.62%	24.86%

Scheme Name	Kotak Midcap Fund - Growth	Axis Midcap Fund - Regular Plan - Growth
6 Month	14.76%	13.48%
1 Year	16.51%	15.7%
3 Year	25%	22.92%
5 Year	24.33%	20.67%

Scheme Name	Kotak Midcap Fund - Growth	Axis Midcap Fund - Regular Plan - Growth
1 Year	13.5%	16.56%
3 Year	18.9%	19.31%
5 Year	17.75%	19.59%

Scheme Name	Kotak Midcap Fund - Growth	Axis Midcap Fund - Regular Plan - Growth
Standard Deviation	16.22%	13.08%
Sharp	0.99%	0.91%
Beta	0.87%	0.85%
Alpha	-0.10%	-2.63%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Kotak Midcap Fund - Growth	Axis Midcap Fund - Regular Plan - Growth
Others	3.56	10.05
Small Cap	16.88	5.32
Mid Cap	67.78	71.59
Large Cap	11.78	13.06

Scheme Name	Kotak Midcap Fund - Growth	Axis Midcap Fund - Regular Plan - Growth
Others	3.56	10.05
Financial Services	11.42	-
Consumer Cyclical	15.6	-
Healthcare	10.73	-
Technology	16.21	-
Real Estate	2.96	-
Energy	3.08	-
Utilities	0.82	-
Basic Materials	15.17	-
Industrials	17.04	-
Communication Services	2.01	-
Consumer Defensive	1.39	-
Industrial Products	-	3.41
Auto Components	-	7.17
IT - Services	-	0.35
Retailing	-	3.56
Finance	-	5.59
Healthcare Services	-	4.9
Pharmaceuticals & Biotechnology	-	7.09
Electrical Equipment	-	5.82
IT - Software	-	6.48
Leisure Services	-	5.01
Aerospace & Defense	-	1.49
Banks	-	3.82
Realty	-	3.35
Petroleum Products	-	0.74
Transport Services	-	0.22
Capital Markets	-	2.66
Telecom - Services	-	2.66
Fertilizers & Agrochemicals	-	4.89
Beverages	-	0.08
Ferrous Metals	-	0.59
Consumer Durables	-	4.18
Personal Products	-	0.57
Oil	-	0.13
Chemicals & Petrochemicals	-	3.4
Financial Technology (Fintech)	-	1.74
Diversified	-	0.57
Automobiles	-	1.73
Industrial Manufacturing	-	0.81
Textiles & Apparels	-	1.66
Insurance	-	1.78
Power	-	1.36
Cement & Cement Products	-	2.16