HDFC Mid vs Kotak Emerging Equity Scheme compare

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Kotak Emerging Equity Scheme - Growth

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HDFC Mid-Cap Opportunities Fund - Growth Plan

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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	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

Scheme Name	Kotak Emerging Equity Scheme - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Month	4.85%	4.81%
6 Month	-2.15%	1.82%
1 Year	9.52%	9.96%
3 Year	23.28%	29.47%
5 Year	32.32%	35.04%

Scheme Name	Kotak Emerging Equity Scheme - Growth	HDFC Mid-Cap Opportunities Fund - Growth Plan
6 Month	5.95%	6.34%
1 Year	2.94%	6.35%
3 Year	21.88%	25.47%
5 Year	22.91%	26.53%

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%

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%

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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

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

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