- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹53464 Cr | ₹79718 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 | 5.85% | 4.57% |
| 6 Month | 2.15% | 3.31% |
| 1 Year | 7.99% | 9.54% |
| 3 Year | 27.74% | 32.98% |
| 5 Year | 31.02% | 32.74% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 14.76% | 11.55% |
| 1 Year | 16.51% | 14.24% |
| 3 Year | 25% | 26.63% |
| 5 Year | 24.33% | 27.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 13.5% | 15.2% |
| 3 Year | 18.9% | 20.01% |
| 5 Year | 17.75% | 19.47% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 16.22% | 15.10% |
| Sharp | 0.99% | 1.35% |
| Beta | 0.87% | 0.85% |
| Alpha | -0.10% | 4.71% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 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 Midcap Fund - Growth |
HDFC Mid-Cap 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
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns25.87%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns21.15%
Kotak Savings Fund -Growth
3Y Returns6.88%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.03%
HDFC Dividend Yield Fund - Growth Plan
3Y Returns24.45%
SBI Dividend Yield Fund - Regular Plan - Growth
3Y Returns0%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns20.42%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
