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ICICI Prudential MidCap Fund vs Kotak Emerging Equity Scheme compare
ICICI Prudential MidCap Fund - Growth
Kotak Midcap Fund - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Fund | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹7055 Cr | ₹60480 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 Oct 2004 | 30 Mar 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 73% | 2.88% |
| Expense Ratio | 1.9 | 1.44 |
| Manager | Sharmila D'mello | Harsha Upadhyaya |
| ISIN Code | INF109K01AN2 | INF174K01DS9 |
| Exits Load | ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Emerging Equity 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 | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Month | -1.62% | -2.55% |
| 6 Month | 3.99% | 1.38% |
| 1 Year | 4.87% | -1.48% |
| 3 Year | 21.7% | 20.27% |
| 5 Year | 22.34% | 22.3% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 2.9% | -0.7% |
| 1 Year | 23.16% | 13.77% |
| 3 Year | 20.86% | 17.82% |
| 5 Year | 20.13% | 18.83% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 12.99% | 12.58% |
| 3 Year | 15.98% | 19.7% |
| 5 Year | 16.1% | 18.04% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 14.46% | 12.22% |
| Sharp | 0.97% | 0.98% |
| Beta | 0.98% | 0.88% |
| Alpha | -0.96% | -0.24% |
Fund Managers
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Name | Sharmila D'mello | Harsha Upadhyaya |
| Total AUM | ₹354743 Cr | ₹139411 Cr |
| Funds Managed | 35 | 11 |
| ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
Market Cap
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 5.17 | 4.73 |
| Mid Cap | 71.89 | 69.34 |
| Small Cap | 14.02 | 13.36 |
| Large Cap | 8.92 | 12.57 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 1.58 | 2.09 |
| Industrials | 21.49 | 15.19 |
| Financial Services | 21.71 | 20.28 |
| Basic Materials | 26.99 | 13.22 |
| Communication Services | 8.53 | 2.17 |
| Consumer Cyclical | 11.55 | 15.98 |
| Real Estate | 6.3 | 2.18 |
| Healthcare | 1.33 | 12.17 |
| Utilities | 0.14 | - |
| Technology | 0.38 | 13.23 |
| Energy | - | 2.69 |
| Consumer Defensive | - | 0.8 |
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