Canara Robeco Mid Cap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹2629 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 Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 9.01% | 9.56% |
6 Month | -4.97% | -2.73% |
1 Year | 14.07% | 10.8% |
3 Year | 23.55% | - |
5 Year | 31.65% | - |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | -1.33% | -0.88% |
1 Year | -8.91% | -10.1% |
3 Year | 17.47% | - |
5 Year | 20.49% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 13.66% | 41.73% |
3 Year | 19.04% | - |
5 Year | 17.67% | - |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.958% | - |
Sharp | 0.648% | - |
Beta | 0.86% | - |
Alpha | -0.958% | - |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - 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 Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 3.56 | 6.55 |
Small Cap | 16.88 | 7.24 |
Mid Cap | 67.78 | 70.18 |
Large Cap | 11.78 | 16.03 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 3.56 | 3.52 |
Financial Services | 11.42 | 18.24 |
Consumer Cyclical | 15.6 | 19.49 |
Healthcare | 10.73 | 8.83 |
Technology | 16.21 | 11.09 |
Real Estate | 2.96 | 5.6 |
Energy | 3.08 | 1.53 |
Utilities | 0.82 | 4.41 |
Basic Materials | 15.17 | 6.68 |
Industrials | 17.04 | 15.88 |
Communication Services | 2.01 | 3.62 |
Consumer Defensive | 1.39 | 1.11 |
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