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DSP Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹60385 Cr | ₹19609 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 | -1.32% | 0.76% |
| 6 Month | 5.47% | 5.25% |
| 1 Year | 2.1% | 2.44% |
| 3 Year | 20.19% | 18.65% |
| 5 Year | 23.39% | 16.58% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.71% | 2.49% |
| 1 Year | 15.07% | 16.24% |
| 3 Year | 19.05% | 17.39% |
| 5 Year | 19.82% | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.75% | 12.59% |
| 3 Year | 19.65% | 16.76% |
| 5 Year | 18.02% | 16.76% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.22% | 14.37% |
| Sharp | 1.03% | 0.81% |
| Beta | 0.88% | 0.97% |
| Alpha | 0.41% | -3.56% |
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 | 3.26 | 9.92 |
| Small Cap | 13.72 | 15.78 |
| Large Cap | 13.22 | 13.95 |
| Mid Cap | 69.8 | 60.36 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.32 | 4.43 |
| Financial Services | 19.77 | 19.97 |
| Consumer Cyclical | 16.43 | 17.87 |
| Basic Materials | 13.45 | 14.33 |
| Healthcare | 11.76 | 10.54 |
| Technology | 12.78 | 10.18 |
| Real Estate | 2.36 | 2.26 |
| Energy | 3.01 | 3 |
| Industrials | 15.82 | 12.57 |
| Communication Services | 2.28 | 2.35 |
| Consumer Defensive | 1.02 | 1.66 |
| Utilities | - | 0.82 |
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