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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) | ₹57375 Cr | ₹11027 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 | -1.71% | -1.18% |
| 6 Month | 23.06% | 18.91% |
| 1 Year | 0.78% | -0.26% |
| 3 Year | 21.03% | 23.63% |
| 5 Year | 26.36% | 27.9% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.67% | 2% |
| 1 Year | 10.76% | 5.9% |
| 3 Year | 20.81% | 22.9% |
| 5 Year | 21.45% | 23.39% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.21% | 15.68% |
| 3 Year | 19.2% | 20.86% |
| 5 Year | 17.86% | 20.48% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.09% | 15.64% |
| Sharp | 1.03% | 1.14% |
| Beta | 0.86% | 0.92% |
| Alpha | 0.55% | 1.71% |
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 | 2.36 | 9 |
| Small Cap | 13.15 | 13.21 |
| Large Cap | 13.82 | 7.98 |
| Mid Cap | 70.67 | 69.82 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.04 | 4.28 |
| Financial Services | 14.16 | 23.52 |
| Consumer Cyclical | 19.67 | 14.37 |
| Healthcare | 11.61 | 10.73 |
| Technology | 14.44 | 10.31 |
| Real Estate | 2.28 | 2.94 |
| Energy | 2.94 | 2.26 |
| Industrials | 15.49 | 13.44 |
| Basic Materials | 13.84 | 10.81 |
| Communication Services | 2.32 | 1.49 |
| Consumer Defensive | 1.21 | 5.2 |
| Utilities | - | 0.65 |
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