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HDFC Mid vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
HDFC Mid-Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹60480 Cr | ₹92169 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 Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | -1.79% | -0.65% |
| 6 Month | 3.73% | 7.59% |
| 1 Year | -0.22% | 5.63% |
| 3 Year | 20.62% | 24.94% |
| 5 Year | 22.59% | 25.52% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | -1.83% | 2.19% |
| 1 Year | 10.09% | 16.96% |
| 3 Year | 17.21% | 20.55% |
| 5 Year | 18.78% | 23.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 12.58% | 14.36% |
| 3 Year | 19.7% | 20.76% |
| 5 Year | 18.04% | 20.06% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.22% | 13.85% |
| Sharp | 0.98% | 1.25% |
| Beta | 0.88% | 0.86% |
| Alpha | -0.24% | 3.57% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Name | Harsha Upadhyaya | Dhruv Muchhal |
| Total AUM | ₹139411 Cr | ₹520687 Cr |
| Funds Managed | 11 | 40 |
| Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 4.73 | 12.16 |
| Small Cap | 13.36 | 16.51 |
| Large Cap | 12.57 | 7.64 |
| Mid Cap | 69.34 | 63.68 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.09 | 6.97 |
| Financial Services | 20.28 | 27.28 |
| Consumer Cyclical | 15.98 | 16.69 |
| Basic Materials | 13.22 | 5.07 |
| Healthcare | 12.17 | 12.26 |
| Technology | 13.23 | 10.48 |
| Real Estate | 2.18 | - |
| Energy | 2.69 | 2.76 |
| Industrials | 15.19 | 9.05 |
| Communication Services | 2.17 | 2.76 |
| Consumer Defensive | 0.8 | 5.56 |
| Utilities | - | 1.11 |
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