Axis Midcap Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Axis Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Emerging Equity Scheme - Growth Axis Midcap Fund - Regular Plan - Growth
Fund Kotak Emerging Equity Scheme - Growth Axis Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹49439 Cr ₹30145 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 30 Mar 2007 06 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 1.57
Manager Harsha Upadhyaya Shreyash Devalkar
ISIN Code INF174K01DS9 INF846K01859
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Axis Midcap Fund - Regular Plan - Growth
1 Month 1.25% 7.22%
6 Month 30.52% 27.55%
1 Year 48.32% 42.38%
3 Year 25.38% 18.26%
5 Year 30.02% 26.29%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 22.72% 22.32%
3 Year 50.45% 43.83%
5 Year 106% 85.21%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Axis Midcap Fund - Regular Plan - Growth
1 Year 30.05% 25.5%
3 Year 77.77% 62.31%
5 Year 117.77% 94.68%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 12.22% 13.08%
Sharp 1.35% 1.02%
Beta 0.79% 0.8%
Alpha 1.45% -1.29%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Axis Midcap Fund - Regular Plan - Growth
Name Harsha Upadhyaya Shreyash Devalkar
Total AUM ₹139411 Cr ₹166770 Cr
Fund Manage 11 14
Kotak Emerging Equity Scheme - Growth Axis Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Axis Midcap Fund - Regular Plan - Growth

Others 3.96 9.13
Mid Cap 68.82 65.23
Large Cap 12.01 22.39
Small Cap 15.12 3.26

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Axis Midcap Fund - Regular Plan - Growth

Others 3.76 5.04
IT - Software 10.54 -
Industrial Products 9.08 -
Oil 3.03 -
Realty 2.95 -
Auto Components 14.14 -
Fertilizers and Agrochemicals 4.84 -
Finance 6.88 -
Pharmaceuticals and Biotechnology 4.09 -
Chemicals and Petrochemicals 5.47 -
Healthcare Services 3.32 -
Aerospace and Defense 2.04 -
Cement and Cement Products 3.01 -
Consumer Durables 10.15 -
Electrical Equipment 1.68 -
Telecom - Services 1.64 -
Insurance 2.67 0.52
Personal Products 1.48 -
Banks 3.36 -
Pharmaceuticals & Biotechnology 0.88 -
Capital Markets 0.73 -
Retailing 0.68 -
Petroleum Products 0.63 -
Textiles and Apparels 0.54 -
Construction 0.64 3.38
Gas 0.38 -
Industrial Manufacturing 0.36 -
Leisure Services 0.36 -
Entertainment 0.29 -
Unclassified 0.2 -
Chemicals & Petrochemicals 0.09 -
Materials - 7.43
Capital Goods - 17.55
Services - 10.09
Financial - 12.69
Automobile - 11.62
Healthcare - 8.69
Chemicals - 7.13
Technology - 3.37
Communication - 2.16
Metals & Mining - 2.62
Consumer Discretionary - 1.68
Diversified - 2.09
Energy - 3.26
Textiles - 0.69

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