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) | ₹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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