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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) | ₹57375 Cr | ₹31384 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 | -0.75% | -0.96% |
| 6 Month | 18.34% | 15.52% |
| 1 Year | 5.22% | 3.67% |
| 3 Year | 21.37% | 17.79% |
| 5 Year | 28.09% | 22.57% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.02% | 5.47% |
| 1 Year | 12.22% | 8.17% |
| 3 Year | 21.59% | 18.73% |
| 5 Year | 21.88% | 17.93% |
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 | 15.09% | 13.08% |
| Sharp | 1.03% | 0.93% |
| Beta | 0.86% | 0.83% |
| Alpha | 0.55% | -1.9% |
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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