DSP Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹49092 Cr | ₹17762 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 Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -9.21% | -8.93% |
6 Month | -11.09% | -12.73% |
1 Year | 13.22% | 7.28% |
3 Year | 18.38% | 13.71% |
5 Year | 21.32% | 15.57% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.77% | -1.62% |
3 Year | 22.36% | 18.68% |
5 Year | 24.66% | 18.1% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.66% | 13.63% |
3 Year | 19.04% | 16.56% |
5 Year | 17.67% | 16.41% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.22% | 14.37% |
Sharp | 1.1% | 0.48% |
Beta | 0.8% | 0.96% |
Alpha | 2.56% | -5.55% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Vinit Sambre |
Total AUM | ₹139411 Cr | ₹31142 Cr |
Fund Manage | 11 | 3 |
Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.71 | 4.37 |
Small Cap | 14.15 | 18.44 |
Large Cap | 10.8 | 8.34 |
Mid Cap | 71.14 | 68.85 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.71 | 4.37 |
Capital Markets | 1.15 | 2.08 |
Finance | 4.97 | 3.81 |
Banks | 3.46 | 6.57 |
Healthcare Services | 4.49 | 1.34 |
IT - Software | 15.17 | 7.7 |
Realty | 3.11 | 2.45 |
Petroleum Products | 0.61 | 1.41 |
Chemicals & Petrochemicals | 5.66 | 5.93 |
Electrical Equipment | 2.63 | 3.59 |
Fertilizers & Agrochemicals | 4.88 | 4.24 |
Insurance | 2.76 | 3.01 |
Industrial Products | 7.32 | 8.55 |
Consumer Durables | 10.86 | 4.8 |
Construction | 1.01 | 1.9 |
Aerospace & Defense | 1.83 | - |
Oil | 1.42 | 1.23 |
Auto Components | 11.37 | 10.9 |
Cement & Cement Products | 3.3 | 2.46 |
Telecom - Services | 2.03 | - |
Pharmaceuticals & Biotechnology | 5.6 | 7.63 |
Personal Products | 1.61 | 1.75 |
Industrial Manufacturing | 0.3 | - |
Textiles & Apparels | 0.55 | 2.17 |
Agricultural, Commercial & Construction Vehicles | - | 0.55 |
Transport Services | - | 1.05 |
Gas | - | 2.08 |
IT - Services | - | 1.23 |
Automobiles | - | 2.66 |
Leisure Services | - | 2.1 |
Food Products | - | 1.44 |
Ferrous Metals | - | 1 |
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