Kotak Emerging Equity Scheme vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Emerging Equity Scheme - Growth

Invest Now

tortoise-icon 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 Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹50627 Cr ₹7677 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 1.43 1.74
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 Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month -9.08% -8.78%
6 Month -8.55% -6.98%
1 Year 16% 14.52%
3 Year 18.56% 21%
5 Year 21.94% 24.5%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.77% 5.81%
3 Year 22.36% 26.93%
5 Year 24.66% 27.68%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.66% 16.08%
3 Year 19.04% 20.39%
5 Year 17.67% 20.04%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.22% 13.78%
Sharp 1.1% 1.29%
Beta 0.8% 0.92%
Alpha 2.56% 2.24%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 3.71 9.49
Small Cap 14.15 14.49
Large Cap 10.8 13.08
Mid Cap 71.14 62.94

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 3.71 3.31
Capital Markets 1.15 -
Finance 4.97 -
Banks 3.46 -
Healthcare Services 4.49 -
IT - Software 15.17 -
Realty 3.11 -
Petroleum Products 0.61 -
Chemicals & Petrochemicals 5.66 -
Electrical Equipment 2.63 -
Fertilizers & Agrochemicals 4.88 -
Insurance 2.76 -
Industrial Products 7.32 -
Consumer Durables 10.86 -
Construction 1.01 4.54
Aerospace & Defense 1.83 -
Oil 1.42 -
Auto Components 11.37 -
Cement & Cement Products 3.3 -
Telecom - Services 2.03 -
Pharmaceuticals & Biotechnology 5.6 -
Personal Products 1.61 -
Industrial Manufacturing 0.3 -
Textiles & Apparels 0.55 -
Materials - 5.49
Consumer Staples - 1.87
Healthcare - 6.29
Financial - 14.64
Services - 11.48
Capital Goods - 20.88
Automobile - 11.39
Communication - 1.48
Metals & Mining - 6.29
Consumer Discretionary - 1.97
Technology - 5.63
Energy - 0.95
Chemicals - 3.48
Textiles - 0.31

Top Comparisons

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns15.45%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns11.55%

Compare Now

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns5.73%

VS

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

3Y Returns5.73%

Compare Now

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns17.84%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns12.66%

Compare Now

PGIM India Flexi Cap Fund - Regular Plan - Growth Option PGIM India Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns8%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns14.63%

Compare Now
Request call back
Add to Cart Successfully