Edelweiss Mid Cap Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹36528 Cr ₹4624 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 1.49 1.83
Manager Harsha Upadhyaya Trideep Bhattacharya
ISIN Code INF174K01DS9 INF843K01013
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 4.39% 4.86%
6 Month 28.22% 27.87%
1 Year 53.93% 61.38%
3 Year 25.47% 26.57%
5 Year 28.13% 29.95%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 22.72% 23.66%
3 Year 50.45% 55.01%
5 Year 106% 115.03%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 30.05% 32.36%
3 Year 77.77% 84.42%
5 Year 117.77% 130.89%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.22% 13.78%
Sharp 1.31% 1.3%
Beta 0.79% 0.92%
Alpha 1.64% 1.1%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya Trideep Bhattacharya
Total AUM ₹139411 Cr ₹0 Cr
Fund Manage 11 9
Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Mid Cap 62.46 62.94
Others 10.43 9.49
Large Cap 12.83 13.08
Small Cap 14.28 14.49

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Materials 8.72 5.49
Others 6.13 3.31
Capital Goods 21.22 20.88
Construction 3.24 4.54
Automobile 7.98 11.39
Financial 12.67 14.64
Technology 5.31 5.63
Chemicals 8.05 3.48
Healthcare 8.25 6.29
Consumer Discretionary 7.34 1.97
Energy 2.74 0.95
Communication 1.63 1.48
Metals & Mining 2.84 6.29
Consumer Staples 1.13 1.87
Diversified 0.87 -
Services 1.26 11.48
Textiles 0.62 0.31

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