- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹57375 Cr | ₹7802 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 | 0.42% | -0.08% |
| 6 Month | 19.38% | 24.05% |
| 1 Year | 5.2% | 14.95% |
| 3 Year | 21.89% | 28.4% |
| 5 Year | 27.84% | 28.57% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 8.02% | 9.97% |
| 1 Year | 12.22% | 20.1% |
| 3 Year | 21.59% | 28.94% |
| 5 Year | 21.88% | 25.81% |
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% | 1.33% |
| Beta | 0.86% | 0.94% |
| Alpha | 0.55% | 4.04% |
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 | 2.36 | 8.19 |
| Small Cap | 13.15 | 20.53 |
| Large Cap | 13.82 | 12.26 |
| Mid Cap | 70.67 | 59.02 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.04 | 1.92 |
| Financial Services | 14.16 | 29.43 |
| Consumer Cyclical | 19.67 | 16.17 |
| Healthcare | 11.61 | 19.75 |
| Technology | 14.44 | 7.74 |
| Real Estate | 2.28 | 7.86 |
| Energy | 2.94 | - |
| Industrials | 15.49 | 10.06 |
| Basic Materials | 13.84 | 5.42 |
| Communication Services | 2.32 | 1.65 |
| Consumer Defensive | 1.21 | - |
Top Comparisons
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns15.36%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns15.44%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns6.62%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns7.62%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns15.75%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns17.71%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns24.83%
Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth
3Y Returns0%
