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Kotak Emerging Equity Scheme vs HDFC Mid compare

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tortoise-icon Kotak Midcap Fund - Growth

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tortoise-icon HDFC Mid-Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹56988 Cr ₹83105 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 3.08% 2.98%
6 Month 25.5% 21.05%
1 Year 2.17% 1.8%
3 Year 21.5% 25.16%
5 Year 26.93% 28.4%

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth HDFC Mid-Cap Fund - Growth Plan
6 Month 6.78% 5.13%
1 Year 17.48% 15.05%
3 Year 22.14% 22.66%
5 Year 21.86% 24.25%

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 15.11% 13.84%
Sharp 0.89% 1.20%
Beta 0.86% 0.83%
Alpha 0.68% 4.36%

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 2.36 12.06
Small Cap 13.15 19.2
Large Cap 13.82 7.16
Mid Cap 70.67 61.58

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

HDFC Mid-Cap Fund - Growth Plan

Others 2.04 7.22
Financial Services 14.16 24.14
Consumer Cyclical 19.67 18.34
Healthcare 11.61 12
Technology 14.44 10.2
Real Estate 2.28 -
Energy 2.94 2.77
Industrials 15.49 10.31
Basic Materials 13.84 5.74
Communication Services 2.32 2.93
Consumer Defensive 1.21 5.12
Utilities - 1.24

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