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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) | ₹60385 Cr | ₹89383 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 | -2.1% | 0.29% |
| 6 Month | 3.59% | 7.24% |
| 1 Year | -0.14% | 5.86% |
| 3 Year | 19.86% | 24.5% |
| 5 Year | 22.97% | 26.05% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.71% | 5.19% |
| 1 Year | 15.07% | 21.89% |
| 3 Year | 19.05% | 22.42% |
| 5 Year | 19.82% | 24.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 12.7% | 14.41% |
| 3 Year | 19.67% | 20.66% |
| 5 Year | 18.03% | 20% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.22% | 13.86% |
| Sharp | 1.03% | 1.28% |
| Beta | 0.88% | 0.86% |
| Alpha | 0.41% | 3.88% |
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 | 1.12 | 11.57 |
| Small Cap | 14.96 | 17.53 |
| Mid Cap | 70.07 | 63.25 |
| Large Cap | 13.85 | 7.66 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 1.25 | 6.72 |
| Capital Markets | 3.02 | - |
| Retailing | 6.77 | - |
| Cement & Cement Products | 3.86 | - |
| Finance | 10.27 | - |
| Healthcare Services | 7.67 | - |
| IT - Software | 9.95 | - |
| Realty | 2.36 | - |
| Petroleum Products | 1.91 | - |
| Fertilizers & Agrochemicals | 3.7 | - |
| Banks | 3.8 | - |
| Insurance | 2.69 | - |
| Electrical Equipment | 5.5 | - |
| Consumer Durables | 7.47 | - |
| Aerospace & Defense | 2.37 | - |
| Oil | 1.09 | - |
| Construction | 0.56 | - |
| Chemicals & Petrochemicals | 5.26 | - |
| Auto Components | 7.19 | - |
| Telecom - Services | 2.28 | - |
| Industrial Products | 5.01 | - |
| Pharmaceuticals & Biotechnology | 4.09 | - |
| Personal Products | 1.02 | - |
| Ferrous Metals | 0.91 | - |
| Basic Materials | - | 5.26 |
| Consumer Defensive | - | 5.46 |
| Consumer Cyclical | - | 17.37 |
| Financial Services | - | 26.05 |
| Industrials | - | 9.54 |
| Communication Services | - | 2.97 |
| Healthcare | - | 12.3 |
| Technology | - | 10.16 |
| Energy | - | 2.96 |
| Utilities | - | 1.21 |
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