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Invesco India Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹57102 Cr | ₹7406 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 19 Apr 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 2.88% | 70% |
| Expense Ratio | 1.44 | 1.8 |
| Manager | Harsha Upadhyaya | Aditya Khemani |
| ISIN Code | INF174K01DS9 | INF205K01BC9 |
| 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 | Invesco India Mid Cap 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 | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | -0.51% | -0.71% |
| 6 Month | 9.67% | 12.19% |
| 1 Year | 8.09% | 17.07% |
| 3 Year | 22.29% | 27.88% |
| 5 Year | 28.92% | 28.85% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 10.29% | 11.02% |
| 1 Year | 12.44% | 18.05% |
| 3 Year | 22.09% | 28.53% |
| 5 Year | 22.31% | 25.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.21% | 14.54% |
| 3 Year | 19.2% | 18.76% |
| 5 Year | 17.86% | 19.05% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.09% | 13.27% |
| Sharp | 1.03% | 1.51% |
| Beta | 0.88% | 0.93% |
| Alpha | 0.16% | 3.42% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Aditya Khemani |
| Total AUM | ₹139411 Cr | ₹12070 Cr |
| Funds Managed | 11 | 3 |
| Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.75 | 6.58 |
| Small Cap | 13.37 | 17.98 |
| Large Cap | 12.8 | 14.91 |
| Mid Cap | 70.07 | 60.53 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.35 | 1 |
| Financial Services | 12.48 | 26.6 |
| Consumer Cyclical | 19.31 | 17.09 |
| Healthcare | 10.95 | 18.98 |
| Technology | 15.09 | 8.31 |
| Real Estate | 2.67 | 7.93 |
| Energy | 3.02 | - |
| Utilities | 0 | - |
| Industrials | 16.31 | 12.25 |
| Basic Materials | 13.41 | 5.97 |
| Communication Services | 2.24 | 1.86 |
| Consumer Defensive | 1.16 | - |
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