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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) | ₹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% | 13.08% |
| Sharp | 0.98% | 0.82% |
| Beta | 0.88% | 0.83% |
| Alpha | 0.40% | -1.63% |
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 |
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