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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) | ₹60480 Cr | ₹3988 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 | -0.57% | -1.59% |
| 6 Month | -0.21% | -0.92% |
| 1 Year | 1.84% | 4.34% |
| 3 Year | 21.34% | 20.41% |
| 5 Year | 22.59% | - |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.15% | -0.2% |
| 1 Year | 13.28% | 12.66% |
| 3 Year | 17.43% | 16.11% |
| 5 Year | 18.88% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 12.58% | 32.85% |
| 3 Year | 19.7% | - |
| 5 Year | 18.04% | - |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | - |
| Sharp | 0.98% | 0.97% |
| Beta | 0.88% | 0.88% |
| Alpha | -0.24% | -0.69% |
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 | 4.73 | 8.58 |
| Small Cap | 13.36 | 5.95 |
| Large Cap | 12.57 | 14.55 |
| Mid Cap | 69.34 | 70.93 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 2.09 | 4 |
| Financial Services | 20.28 | 16.92 |
| Consumer Cyclical | 15.98 | 19.24 |
| Basic Materials | 13.22 | 10.03 |
| Healthcare | 12.17 | 6.88 |
| Technology | 13.23 | 14.68 |
| Real Estate | 2.18 | 5.58 |
| Energy | 2.69 | - |
| Industrials | 15.19 | 16.48 |
| Communication Services | 2.17 | 2.61 |
| Consumer Defensive | 0.8 | 0.67 |
| Utilities | - | 2.9 |
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