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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) | ₹60385 Cr | ₹9320 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 | -2.6% | -1.9% |
| 6 Month | 0.94% | 2.96% |
| 1 Year | -2.02% | 4.23% |
| 3 Year | 19.58% | 25.26% |
| 5 Year | 22.53% | 24.55% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -0.38% | 2.5% |
| 1 Year | 12.98% | 22.2% |
| 3 Year | 17.79% | 25.6% |
| 5 Year | 18.85% | 23.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.7% | 14.41% |
| 3 Year | 19.67% | 19.22% |
| 5 Year | 18.03% | 19.26% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.27% |
| Sharp | 0.98% | 1.25% |
| Beta | 0.88% | 0.95% |
| Alpha | -0.24% | 3.8% |
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 | 3.26 | 8.93 |
| Small Cap | 13.72 | 20.98 |
| Large Cap | 13.22 | 14.61 |
| Mid Cap | 69.8 | 55.48 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 1.28 | 0.56 |
| Financial Services | 19.77 | 34.12 |
| Consumer Cyclical | 16.43 | 17 |
| Basic Materials | 13.45 | 3.95 |
| Healthcare | 11.8 | 18.22 |
| Technology | 12.78 | 7.23 |
| Real Estate | 2.36 | 8.42 |
| Energy | 3.01 | - |
| Industrials | 15.82 | 9.12 |
| Communication Services | 2.28 | 1.39 |
| Consumer Defensive | 1.02 | - |
Top Comparisons
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