- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹58300 Cr | ₹31147 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 | -1.47% | -0.28% |
| 6 Month | 12.81% | 9.41% |
| 1 Year | 3.6% | 3.24% |
| 3 Year | 20.91% | 18.17% |
| 5 Year | 26.16% | 20.74% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.29% | 0.87% |
| 1 Year | 15.42% | 12.18% |
| 3 Year | 19.59% | 17.1% |
| 5 Year | 19.95% | 16.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.97% | 16.23% |
| 3 Year | 19.31% | 19.32% |
| 5 Year | 17.93% | 19.77% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.01% | 14.21% |
| Sharp | 0.98% | 0.83% |
| Beta | 0.88% | 0.83% |
| Alpha | 0.40% | -1.50% |
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 | 3.45 | 12.73 |
| Small Cap | 14.03 | 5.36 |
| Large Cap | 13.54 | 12.64 |
| Mid Cap | 68.98 | 69.27 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.88 | 8.39 |
| Financial Services | 18.65 | 14.81 |
| Consumer Cyclical | 17.46 | 22.23 |
| Basic Materials | 13.62 | 9.92 |
| Healthcare | 11.6 | 11.51 |
| Technology | 12.76 | 9.34 |
| Real Estate | 2.17 | 2.98 |
| Energy | 2.93 | 0.82 |
| Industrials | 15.78 | 15.78 |
| Communication Services | 2.08 | 2.96 |
| Consumer Defensive | 1.07 | 0.09 |
| Utilities | - | 1.16 |
Top Comparisons
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns18.27%
360 ONE Focused Fund Regular-Growth
3Y Returns15.25%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.19%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.93%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns12.89%
HSBC Multi Asset Active FOF - Growth
3Y Returns14.83%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.3%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.59%
