Canara Robeco Mid Cap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹57102 Cr | ₹3154 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 02 Dec 2022 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 2.88% | 18% |
Expense Ratio | 1.44 | 1.96 |
Manager | Harsha Upadhyaya | Shridatta Bhandwaldar |
ISIN Code | INF174K01DS9 | INF760K01KL5 |
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 | Canara Robeco Mid Cap Fund - Regular Plan - 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 | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | -0.14% | -1.66% |
6 Month | 13.02% | 13.63% |
1 Year | 3.24% | 0.23% |
3 Year | 23.25% | - |
5 Year | 29.72% | - |
SIP Return Analysis
Scheme Name | Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 11.07% | 10.51% |
1 Year | 14.84% | 14.93% |
3 Year | 23.47% | - |
5 Year | 23.28% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 13.5% | 39.51% |
3 Year | 18.9% | - |
5 Year | 17.75% | - |
Risk Management
Scheme Name | Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.94% | - |
Sharp | 1.22% | - |
Beta | 0.88% | - |
Alpha | 0.16% | - |
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Fund Managers
Scheme Name | Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Shridatta Bhandwaldar |
Total AUM | ₹139411 Cr | ₹69491 Cr |
Funds Managed | 11 | 12 |
Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Kotak Midcap Fund - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 3.75 | 5.27 |
Small Cap | 13.37 | 6.65 |
Large Cap | 12.8 | 11.52 |
Mid Cap | 70.07 | 76.55 |
Sector Allocation
Scheme Name |
Kotak Midcap Fund - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 3.35 | 3.8 |
Financial Services | 12.48 | 19.95 |
Consumer Cyclical | 19.31 | 21.28 |
Healthcare | 10.95 | 8.12 |
Technology | 15.09 | 10.02 |
Real Estate | 2.67 | 5.34 |
Energy | 3.02 | 1.26 |
Utilities | 0 | 3.76 |
Industrials | 16.31 | 16.73 |
Basic Materials | 13.41 | 8.42 |
Communication Services | 2.24 | 1.32 |
Consumer Defensive | 1.16 | 0 |
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