Kotak Emerging Equity Scheme vs Edelweiss Mid Cap Fund compare
Kotak Midcap Fund - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹57102 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 | 3.28% | 1.54% |
6 Month | 8.72% | 7.08% |
1 Year | 4.71% | 7.3% |
3 Year | 25.9% | 29.01% |
5 Year | 30.14% | 32.44% |
SIP Return Analysis
Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 12.74% | 10.94% |
1 Year | 14.8% | 13.44% |
3 Year | 23.38% | 26.78% |
5 Year | 23.26% | 25.8% |
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 | 15.94% | 16.18% |
Sharp | 1.22% | 1.42% |
Beta | 0.88% | 0.92% |
Alpha | 0.16% | 2.86% |
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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 | 3.75 | 8.94 |
Small Cap | 13.37 | 12.84 |
Large Cap | 12.8 | 8.07 |
Mid Cap | 70.07 | 70.16 |
Sector Allocation
Scheme Name |
Kotak Midcap Fund - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.35 | 3.65 |
Financial Services | 12.48 | 23.22 |
Consumer Cyclical | 19.31 | 15.12 |
Healthcare | 10.95 | 10.21 |
Technology | 15.09 | 10.73 |
Real Estate | 2.67 | 3.27 |
Energy | 3.02 | 2.29 |
Utilities | 0 | 0.73 |
Industrials | 16.31 | 12.62 |
Basic Materials | 13.41 | 10.74 |
Communication Services | 2.24 | 2.24 |
Consumer Defensive | 1.16 | 5.18 |
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