HDFC Mid vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
HDFC Mid-Cap Opportunities Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹73510 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 30 Mar 2007 | 25 Jun 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% | 14.6% |
Expense Ratio | 1.44 | 1.39 |
Manager | Harsha Upadhyaya | Dhruv Muchhal |
ISIN Code | INF174K01DS9 | INF179K01CR2 |
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 | HDFC Mid-Cap Opportunities Fund - 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 | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Month | 2.21% | 2.42% |
6 Month | -7.57% | -4.71% |
1 Year | 9.78% | 8.69% |
3 Year | 18.49% | 24.4% |
5 Year | 29.33% | 32.24% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
6 Month | -1.96% | -0.25% |
1 Year | -9.41% | -4.53% |
3 Year | 18.37% | 23.07% |
5 Year | 21.3% | 25.47% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Year | 13.66% | 15.63% |
3 Year | 19.04% | 19.73% |
5 Year | 17.67% | 19.19% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Standard Deviation | 15.958% | 15.301% |
Sharp | 0.648% | 1.022% |
Beta | 0.86% | 0.855% |
Alpha | -0.958% | 4.384% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Name | Harsha Upadhyaya | Dhruv Muchhal |
Total AUM | ₹139411 Cr | ₹520687 Cr |
Funds Managed | 11 | 40 |
Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 3.56 | 8.07 |
Small Cap | 16.88 | 20.98 |
Mid Cap | 67.78 | 65.07 |
Large Cap | 11.78 | 5.88 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 3.56 | 8.07 |
Financial Services | 11.42 | 24.44 |
Consumer Cyclical | 15.6 | 17.51 |
Healthcare | 10.73 | 11.93 |
Technology | 16.21 | 10.11 |
Real Estate | 2.96 | - |
Energy | 3.08 | 2.69 |
Utilities | 0.82 | 1.37 |
Basic Materials | 15.17 | 6.21 |
Industrials | 17.04 | 10.38 |
Communication Services | 2.01 | 3.05 |
Consumer Defensive | 1.39 | 4.23 |
Top Comparisons
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns12.04%
Quant Absolute Fund-Growth
3Y Returns11.97%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.24%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns15.07%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns7.1%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns21.06%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns13.9%