Invesco India Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
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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