DSP Midcap Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

Kotak Midcap Fund - Growth

Invest Now

DSP Midcap Fund - Regular Plan - Growth

Invest Now

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)	₹53464 Cr	₹18712 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

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
1 Month	5.35%	3.74%
6 Month	0.36%	-0.36%
1 Year	6.58%	3.58%
3 Year	27.51%	23.69%
5 Year	30.62%	22.33%

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
6 Month	14.76%	12.24%
1 Year	16.51%	11.3%
3 Year	25%	21.45%
5 Year	24.33%	18.67%

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
1 Year	13.5%	13.25%
3 Year	18.9%	16.48%
5 Year	17.75%	16.47%

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
Standard Deviation	16.22%	14.37%
Sharp	0.99%	0.81%
Beta	0.87%	0.98%
Alpha	-0.10%	-5.22%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
Others	3.56	6.59
Small Cap	16.88	15.58
Mid Cap	67.78	67.01
Large Cap	11.78	10.82

Scheme Name	Kotak Midcap Fund - Growth	DSP Midcap Fund - Regular Plan - Growth
Others	3.56	6.59
Financial Services	11.42	-
Consumer Cyclical	15.6	-
Healthcare	10.73	-
Technology	16.21	-
Real Estate	2.96	-
Energy	3.08	-
Utilities	0.82	-
Basic Materials	15.17	-
Industrials	17.04	-
Communication Services	2.01	-
Consumer Defensive	1.39	-
Retailing	-	1.09
Agricultural, Commercial & Construction Vehicles	-	0.6
IT - Software	-	7.53
Pharmaceuticals & Biotechnology	-	8.74
Healthcare Services	-	2.58
Banks	-	5.69
Petroleum Products	-	1.86
Chemicals & Petrochemicals	-	4.96
Transport Services	-	0.9
Gas	-	1.61
Finance	-	4.05
IT - Services	-	0.86
Industrial Products	-	8.09
Automobiles	-	1.46
Fertilizers & Agrochemicals	-	4.34
Insurance	-	3.29
Realty	-	2.46
Consumer Durables	-	4.67
Leisure Services	-	1.9
Oil	-	1.16
Construction	-	1.39
Capital Markets	-	2.09
Electrical Equipment	-	0.55
Telecom - Services	-	1.84
Auto Components	-	10.49
Food Products	-	1.29
Personal Products	-	1.68
Ferrous Metals	-	1.53
Textiles & Apparels	-	2.45
Cement & Cement Products	-	2.26