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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) | ₹57102 Cr | ₹84061 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 | -0.75% | -2.92% |
| 6 Month | 18.34% | 13.91% |
| 1 Year | 5.22% | 5.08% |
| 3 Year | 21.37% | 25.69% |
| 5 Year | 28.09% | 29.6% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 9.62% | 6.32% |
| 1 Year | 10.81% | 7.36% |
| 3 Year | 21.13% | 21.61% |
| 5 Year | 21.68% | 23.93% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 13.21% | 14.93% |
| 3 Year | 19.2% | 20.25% |
| 5 Year | 17.86% | 19.59% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 15.09% | 13.79% |
| Sharp | 1.03% | 1.39% |
| Beta | 0.86% | 0.83% |
| Alpha | 0.55% | 4.66% |
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 | 2.36 | 12.06 |
| Small Cap | 13.15 | 19.2 |
| Large Cap | 13.82 | 7.16 |
| Mid Cap | 70.67 | 61.58 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.04 | 7.22 |
| Financial Services | 14.16 | 24.14 |
| Consumer Cyclical | 19.67 | 18.34 |
| Healthcare | 11.61 | 12 |
| Technology | 14.44 | 10.2 |
| Real Estate | 2.28 | - |
| Energy | 2.94 | 2.77 |
| Industrials | 15.49 | 10.31 |
| Basic Materials | 13.84 | 5.74 |
| Communication Services | 2.32 | 2.93 |
| Consumer Defensive | 1.21 | 5.12 |
| Utilities | - | 1.24 |
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