DSP Midcap Fund vs Kotak Emerging Equity Scheme compare

DSP Midcap Fund vs Kotak Emerging Equity Scheme compare

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Kotak Midcap Fund - Growth

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DSP 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 Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
Fund	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹56988 Cr	₹19331 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	30 Mar 2007	14 Nov 2006
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	2.88%	22%
Expense Ratio	1.44	1.68
Manager	Harsha Upadhyaya	Vinit Sambre
ISIN Code	INF174K01DS9	INF740K01128
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	DSP Midcap 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	DSP Midcap Fund - Regular Plan - Growth
1 Month	2.04%	3.27%
6 Month	24.23%	21.86%
1 Year	1.07%	-2.72%
3 Year	20.16%	17.71%
5 Year	26.82%	18.95%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
6 Month	6.78%	5.77%
1 Year	17.48%	14.32%
3 Year	22.14%	18.93%
5 Year	21.86%	16.95%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
1 Year	13.21%	12.99%
3 Year	19.2%	16.58%
5 Year	17.86%	16.55%

Risk Management

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
Standard Deviation	15.11%	14.37%
Sharp	0.89%	0.74%
Beta	0.86%	0.98%
Alpha	0.68%	-3.04%

Fund Managers

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
Name	Harsha Upadhyaya	Vinit Sambre
Total AUM	₹139411 Cr	₹31142 Cr
Funds Managed	11	3
	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
Others	2.36	10.64
Small Cap	13.15	15.84
Large Cap	13.82	11.01
Mid Cap	70.67	62.5

Sector Allocation

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
Others	2.04	5.65
Financial Services	14.16	15.46
Consumer Cyclical	19.67	17.69
Healthcare	11.61	11.16
Technology	14.44	10.49
Real Estate	2.28	2.02
Energy	2.94	2.76
Industrials	15.49	13.66
Basic Materials	13.84	15.9
Communication Services	2.32	1.73
Consumer Defensive	1.21	2.67
Utilities	-	0.81

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