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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) | ₹58300 Cr | ₹11937 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 | 1.52% | 2.48% |
| 6 Month | 15.73% | 15.79% |
| 1 Year | 6.99% | 4.16% |
| 3 Year | 22.01% | 24.44% |
| 5 Year | 27.11% | 23.81% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.73% | 1.29% |
| 1 Year | 15.16% | 12.5% |
| 3 Year | 19.87% | 20.23% |
| 5 Year | 20.21% | 19.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.97% | 16.13% |
| 3 Year | 19.31% | 16.52% |
| 5 Year | 17.93% | 16.98% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.01% | 16.83% |
| Sharp | 0.98% | 1.00% |
| Beta | 0.88% | 0.98% |
| Alpha | 0.40% | 1.07% |
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 | 3.45 | 8.6 |
| Small Cap | 14.03 | 16.24 |
| Large Cap | 13.54 | 13.97 |
| Mid Cap | 68.98 | 61.19 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 1.88 | 1.31 |
| Financial Services | 18.65 | 28.34 |
| Consumer Cyclical | 17.46 | 14.56 |
| Basic Materials | 13.62 | 0.69 |
| Healthcare | 11.6 | 8.5 |
| Technology | 12.76 | 13.63 |
| Real Estate | 2.17 | 0.03 |
| Energy | 2.93 | - |
| Industrials | 15.78 | 26.31 |
| Communication Services | 2.08 | 1.47 |
| Consumer Defensive | 1.07 | 5.06 |
| Utilities | - | 0.1 |
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