Kotak Emerging Equity Scheme vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

Kotak Midcap Fund - Growth

Invest Now

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹60385 Cr	₹12647 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	30 Mar 2007	26 Dec 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	2.88%	43%
Expense Ratio	1.44	1.73
Manager	Harsha Upadhyaya	Trideep Bhattacharya
ISIN Code	INF174K01DS9	INF843K01013
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	Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	-1.92%	0.36%
6 Month	3.19%	4.33%
1 Year	0.06%	1.93%
3 Year	20.08%	23.95%
5 Year	23%	25.69%

Scheme Name	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	0.71%	3.67%
1 Year	15.07%	18.14%
3 Year	19.05%	23.19%
5 Year	19.82%	22.98%

Scheme Name	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	12.7%	15.17%
3 Year	19.67%	21.42%
5 Year	18.03%	20.72%

Scheme Name	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.22%	15.59%
Sharp	1.03%	1.08%
Beta	0.88%	0.94%
Alpha	0.41%	1.60%

Scheme Name	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Trideep Bhattacharya
Total AUM	₹139411 Cr	₹0 Cr
Funds Managed	11	9
	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	1.12	8.39
Small Cap	14.96	13.45
Mid Cap	70.07	69.29
Large Cap	13.85	8.88

Scheme Name	Kotak Midcap Fund - Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	1.25	2.4
Capital Markets	3.02	-
Retailing	6.77	-
Cement & Cement Products	3.86	-
Finance	10.27	-
Healthcare Services	7.67	-
IT - Software	9.95	-
Realty	2.36	-
Petroleum Products	1.91	-
Fertilizers & Agrochemicals	3.7	-
Banks	3.8	-
Insurance	2.69	-
Electrical Equipment	5.5	-
Consumer Durables	7.47	-
Aerospace & Defense	2.37	-
Oil	1.09	-
Construction	0.56	-
Chemicals & Petrochemicals	5.26	-
Auto Components	7.19	-
Telecom - Services	2.28	-
Industrial Products	5.01	-
Pharmaceuticals & Biotechnology	4.09	-
Personal Products	1.02	-
Ferrous Metals	0.91	-
Industrials	-	14.08
Consumer Defensive	-	4.37
Consumer Cyclical	-	14.43
Healthcare	-	9.47
Financial Services	-	25.36
Basic Materials	-	10.48
Real Estate	-	3.25
Energy	-	2.52
Communication Services	-	1.92
Technology	-	11.15
Utilities	-	0.57