Axis Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
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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