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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) | ₹60637 Cr | ₹10296 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| 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 | -5.05% | -6.14% |
| 6 Month | -5.3% | -5.98% |
| 1 Year | 6.25% | 11.84% |
| 3 Year | 19.91% | 25.34% |
| 5 Year | 20.52% | 21.77% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -2.4% | -2.78% |
| 1 Year | 7.89% | 10.18% |
| 3 Year | 14.97% | 20.68% |
| 5 Year | 17.34% | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.48% | 14.31% |
| 3 Year | 19.75% | 19.38% |
| 5 Year | 18.07% | 19.35% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.27% |
| Sharp | 0.99% | 1.21% |
| Beta | 0.88% | 0.96% |
| Alpha | -0.38% | 2.88% |
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 | 5.4 | 12.12 |
| Small Cap | 11.42 | 20.09 |
| Large Cap | 13.25 | 14.94 |
| Mid Cap | 69.94 | 52.85 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 1 | 2.5 |
| Financial Services | 22.72 | 33.81 |
| Consumer Cyclical | 16.22 | 19.69 |
| Basic Materials | 13.04 | 3.74 |
| Healthcare | 12.06 | 18.14 |
| Technology | 12.72 | 6.39 |
| Real Estate | 2.21 | 7.29 |
| Energy | 2 | - |
| Industrials | 15.37 | 8.13 |
| Communication Services | 2.23 | 0.31 |
| Consumer Defensive | 0.44 | - |
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