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Invesco India Midcap Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Invesco India Midcap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Emerging Equity Scheme - Growth Invesco India Midcap Fund - Growth Option
Fund Kotak Emerging Equity Scheme - Growth Invesco India Midcap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹49092 Cr ₹5645 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 Emerging Equity Scheme - Growth Invesco India Midcap Fund - Growth Option
1 Month 9.21% 9.93%
6 Month -2.75% 2.75%
1 Year 13.94% 21.57%
3 Year 23.44% 28.79%
5 Year 31.23% 30.66%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Invesco India Midcap Fund - Growth Option
6 Month -1.33% -0.73%
1 Year -8.91% -3.41%
3 Year 17.47% 22.86%
5 Year 20.49% 22.74%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Invesco India Midcap Fund - Growth Option
1 Year 13.66% 14.1%
3 Year 19.04% 18.13%
5 Year 17.67% 18.76%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Invesco India Midcap Fund - Growth Option
Standard Deviation 15.958% 13.27%
Sharp 0.648% 0.96%
Beta 0.86% 0.92%
Alpha -0.958% 1.87%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Invesco India Midcap Fund - Growth Option
Name Harsha Upadhyaya Aditya Khemani
Total AUM ₹139411 Cr ₹12070 Cr
Funds Managed 11 3
Kotak Emerging Equity Scheme - Growth Invesco India Midcap Fund - Growth Option

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Invesco India Midcap Fund - Growth Option

Others 3.56 0.18
Small Cap 16.88 21.66
Mid Cap 67.78 65.04
Large Cap 11.78 13.12

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Invesco India Midcap Fund - Growth Option

Others 3.56 0.18
Financial Services 11.42 -
Consumer Cyclical 15.6 -
Healthcare 10.73 -
Technology 16.21 -
Real Estate 2.96 -
Energy 3.08 -
Utilities 0.82 -
Basic Materials 15.17 -
Industrials 17.04 -
Communication Services 2.01 -
Consumer Defensive 1.39 -
Industrial Products - 5.84
Retailing - 6.83
Auto Components - 3.78
Healthcare Services - 11.3
Realty - 6.9
Insurance - 6.11
Consumer Durables - 5.6
Leisure Services - 4.91
Pharmaceuticals & Biotechnology - 7.09
Electrical Equipment - 2.87
Capital Markets - 7.14
Finance - 7.51
Banks - 4.17
Ferrous Metals - 3.08
IT - Software - 5.77
Chemicals & Petrochemicals - 1.09
Telecom - Services - 1.79
Transport Services - 3.05
Cement & Cement Products - 3.68
Industrial Manufacturing - 1.31

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