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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) | ₹57102 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 | -0.62% | -0.63% |
| 6 Month | 14.11% | 12.58% |
| 1 Year | 4.35% | 2.8% |
| 3 Year | 21.4% | 17.94% |
| 5 Year | 28.1% | 22.46% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.62% | 6.86% |
| 1 Year | 10.81% | 6.95% |
| 3 Year | 21.13% | 18.24% |
| 5 Year | 21.68% | 17.69% |
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 | 3.75 | 9.16 |
| Small Cap | 13.37 | 6.31 |
| Large Cap | 12.8 | 12.38 |
| Mid Cap | 70.07 | 72.15 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.35 | 3.53 |
| Financial Services | 12.48 | 16.95 |
| Consumer Cyclical | 19.31 | 21.01 |
| Healthcare | 10.95 | 11.53 |
| Technology | 15.09 | 11.03 |
| Real Estate | 2.67 | 3.58 |
| Energy | 3.02 | 0.79 |
| Utilities | 0 | 1.35 |
| Industrials | 16.31 | 14.63 |
| Basic Materials | 13.41 | 11.96 |
| Communication Services | 2.24 | 3.14 |
| Consumer Defensive | 1.16 | 0.48 |
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