Edelweiss Mid Cap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹53464 Cr | ₹10028 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 30 Mar 2007 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 2.88% | 43% |
Expense Ratio | 1.44 | 1.73 |
Manager | Harsha Upadhyaya | Trideep Bhattacharya |
ISIN Code | INF174K01DS9 | INF843K01013 |
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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.35% | 5.1% |
6 Month | 0.36% | 0.87% |
1 Year | 6.58% | 10.35% |
3 Year | 27.51% | 31.78% |
5 Year | 30.62% | 33.47% |
SIP Return Analysis
Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 14.76% | 14.18% |
1 Year | 16.51% | 18.17% |
3 Year | 25% | 29.63% |
5 Year | 24.33% | 27.56% |
Rolling Lumpsum Returns
Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.5% | 15.93% |
3 Year | 18.9% | 20.64% |
5 Year | 17.75% | 20.33% |
Risk Management
Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.22% | 16.63% |
Sharp | 0.99% | 1.16% |
Beta | 0.87% | 0.92% |
Alpha | -0.10% | 2.24% |
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Fund Managers
Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Trideep Bhattacharya |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 9 |
Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Midcap Fund - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.56 | 4.44 |
Small Cap | 16.88 | 13.57 |
Mid Cap | 67.78 | 72.33 |
Large Cap | 11.78 | 9.66 |
Sector Allocation
Scheme Name |
Kotak Midcap Fund - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.56 | 3.54 |
Financial Services | 11.42 | 20.96 |
Consumer Cyclical | 15.6 | 17.24 |
Healthcare | 10.73 | 12.6 |
Technology | 16.21 | 11.5 |
Real Estate | 2.96 | 3.84 |
Energy | 3.08 | 1.35 |
Utilities | 0.82 | 0 |
Basic Materials | 15.17 | 7.86 |
Industrials | 17.04 | 14.33 |
Communication Services | 2.01 | 1.79 |
Consumer Defensive | 1.39 | 4.99 |
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