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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) | ₹60637 Cr | ₹31717 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 | -5.13% | -4.82% |
| 6 Month | -6.13% | -5.96% |
| 1 Year | 3.99% | 3.9% |
| 3 Year | 19.56% | 18.24% |
| 5 Year | 20% | 15.97% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.4% | -3.09% |
| 1 Year | 7.89% | 3.54% |
| 3 Year | 14.97% | 12.36% |
| 5 Year | 17.34% | 14.02% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.48% | 15.62% |
| 3 Year | 19.75% | 19.18% |
| 5 Year | 18.07% | 19.77% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.22% | 13.08% |
| Sharp | 0.99% | 0.93% |
| Beta | 0.88% | 0.82% |
| Alpha | -0.38% | -1.15% |
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 | 5.4 | 15.17 |
| Small Cap | 11.42 | 3.72 |
| Large Cap | 13.25 | 12.2 |
| Mid Cap | 69.94 | 68.9 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1 | 7.11 |
| Financial Services | 22.72 | 18.89 |
| Consumer Cyclical | 16.22 | 20.46 |
| Basic Materials | 13.04 | 7.83 |
| Healthcare | 12.06 | 9.61 |
| Technology | 12.72 | 8.92 |
| Real Estate | 2.21 | 3.15 |
| Energy | 2 | 1 |
| Industrials | 15.37 | 18.23 |
| Communication Services | 2.23 | 3.49 |
| Consumer Defensive | 0.44 | 0.09 |
| Utilities | - | 1.23 |
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