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Kotak Emerging Equity Scheme vs HDFC Mid compare
Kotak Midcap Fund - Growth
HDFC Mid-Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹57102 Cr | ₹84061 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Mar 2007 | 25 Jun 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% | 14.6% |
| Expense Ratio | 1.44 | 1.39 |
| Manager | Harsha Upadhyaya | Dhruv Muchhal |
| ISIN Code | INF174K01DS9 | INF179K01CR2 |
| 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 | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | -1.22% | -2.9% |
| 6 Month | 9.84% | 7.42% |
| 1 Year | 1.92% | 0.85% |
| 3 Year | 22.16% | 26.48% |
| 5 Year | 29.06% | 30.93% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 10.29% | 6.77% |
| 1 Year | 12.44% | 8.64% |
| 3 Year | 22.09% | 22.67% |
| 5 Year | 22.31% | 24.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 13.21% | 14.93% |
| 3 Year | 19.2% | 20.25% |
| 5 Year | 17.86% | 19.59% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 15.09% | 13.79% |
| Sharp | 1.03% | 1.39% |
| Beta | 0.88% | 0.85% |
| Alpha | 0.16% | 4.88% |
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Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Name | Harsha Upadhyaya | Dhruv Muchhal |
| Total AUM | ₹139411 Cr | ₹520687 Cr |
| Funds Managed | 11 | 40 |
| Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.75 | 12.45 |
| Small Cap | 13.37 | 19.81 |
| Large Cap | 12.8 | 5.61 |
| Mid Cap | 70.07 | 62.14 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.35 | 7.15 |
| Financial Services | 12.48 | 25.63 |
| Consumer Cyclical | 19.31 | 17.44 |
| Healthcare | 10.95 | 10.43 |
| Technology | 15.09 | 11.08 |
| Real Estate | 2.67 | - |
| Energy | 3.02 | 2.89 |
| Utilities | 0 | 1.31 |
| Industrials | 16.31 | 9.8 |
| Basic Materials | 13.41 | 7.04 |
| Communication Services | 2.24 | 2.88 |
| Consumer Defensive | 1.16 | 4.33 |
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