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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) | ₹60480 Cr | ₹12549 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 | -1.79% | -2.17% |
| 6 Month | 3.73% | 6.69% |
| 1 Year | -0.22% | -3.9% |
| 3 Year | 20.62% | 23.75% |
| 5 Year | 22.59% | 20.76% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.83% | 0.38% |
| 1 Year | 10.09% | 14.83% |
| 3 Year | 17.21% | 19.7% |
| 5 Year | 18.78% | 19.99% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.58% | 15.7% |
| 3 Year | 19.7% | 16.82% |
| 5 Year | 18.04% | 17.14% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.22% | 16.83% |
| Sharp | 0.98% | 1.00% |
| Beta | 0.88% | 0.98% |
| Alpha | -0.24% | 1.06% |
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 | 4.73 | 17.1 |
| Small Cap | 13.36 | 20.75 |
| Large Cap | 12.57 | 13.42 |
| Mid Cap | 69.34 | 48.73 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.09 | 2 |
| Financial Services | 20.28 | 36.24 |
| Consumer Cyclical | 15.98 | 12.8 |
| Basic Materials | 13.22 | 0.05 |
| Healthcare | 12.17 | 7.16 |
| Technology | 13.23 | 12.62 |
| Real Estate | 2.18 | 0 |
| Energy | 2.69 | - |
| Industrials | 15.19 | 22.68 |
| Communication Services | 2.17 | 1.87 |
| Consumer Defensive | 0.8 | 4.57 |
| Utilities | - | 0.02 |
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