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Kotak Emerging Equity Scheme vs Edelweiss Mid Cap Fund compare

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tortoise-icon Kotak Midcap Fund - Growth

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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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) ₹53464 Cr ₹10028 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

Trailing Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 4.16% 4.37%
6 Month 0.62% 1.21%
1 Year 4.9% 8.18%
3 Year 27.19% 31.31%
5 Year 30.42% 33.29%

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month 14.19% 13.62%
1 Year 17.42% 19%
3 Year 24.24% 28.73%
5 Year 23.84% 27.03%

Rolling Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.5% 15.93%
3 Year 18.9% 20.64%
5 Year 17.75% 20.33%

Risk Management

Scheme Name Kotak Midcap Fund - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 16.22% 16.63%
Sharp 0.99% 1.16%
Beta 0.87% 0.92%
Alpha -0.10% 2.24%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Midcap Fund - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 6.39 8.42
Small Cap 13.91 12.13
Large Cap 12.68 8.13
Mid Cap 67.02 71.32

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 5.96 3.21
Financial Services 11.53 22.23
Consumer Cyclical 17.59 15.48
Healthcare 11.29 10.69
Technology 14.57 10.75
Real Estate 2.62 3.24
Energy 3.08 2.43
Utilities 0.52 0.75
Industrials 15.58 12.51
Basic Materials 13.76 10.79
Communication Services 2.24 2.3
Consumer Defensive 1.27 5.63

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