HSBC Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Fund | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹57102 Cr | ₹12146 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 09 Aug 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 2.88% | 19% |
Expense Ratio | 1.44 | 1.71 |
Manager | Harsha Upadhyaya | Venugopal Manghat |
ISIN Code | INF174K01DS9 | INF917K01254 |
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 | HSBC Mid Cap Fund - Regular Plan - 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 | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | -0.14% | -2.51% |
6 Month | 13.02% | 11.87% |
1 Year | 3.24% | -0.08% |
3 Year | 23.25% | 24.08% |
5 Year | 29.72% | 25.6% |
SIP Return Analysis
Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 11.07% | 9.7% |
1 Year | 14.84% | 8.76% |
3 Year | 23.47% | 23.85% |
5 Year | 23.28% | 22.03% |
Rolling Lumpsum Returns
Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 13.5% | 16.68% |
3 Year | 18.9% | 16.07% |
5 Year | 17.75% | 16.64% |
Risk Management
Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.94% | 17.05% |
Sharp | 1.22% | 1.20% |
Beta | 0.88% | 0.94% |
Alpha | 0.16% | -0.02% |
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Fund Managers
Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Name | Harsha Upadhyaya | Venugopal Manghat |
Total AUM | ₹139411 Cr | ₹41442 Cr |
Funds Managed | 11 | 7 |
Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Midcap Fund - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 3.75 | 6.37 |
Small Cap | 13.37 | 13.46 |
Large Cap | 12.8 | 14.73 |
Mid Cap | 70.07 | 65.44 |
Sector Allocation
Scheme Name |
Kotak Midcap Fund - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 3.35 | 2.5 |
Financial Services | 12.48 | 25.76 |
Consumer Cyclical | 19.31 | 16.63 |
Healthcare | 10.95 | 10.81 |
Technology | 15.09 | 10.61 |
Real Estate | 2.67 | 0.59 |
Energy | 3.02 | - |
Utilities | 0 | 0.81 |
Industrials | 16.31 | 24.4 |
Basic Materials | 13.41 | 2.2 |
Communication Services | 2.24 | 1.7 |
Consumer Defensive | 1.16 | 3.98 |
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