- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹53464 Cr | ₹79718 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 | 5.35% | 4.12% |
| 6 Month | 0.36% | 2.35% |
| 1 Year | 6.58% | 8.87% |
| 3 Year | 27.51% | 32.77% |
| 5 Year | 30.62% | 32.58% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 14.76% | 11.55% |
| 1 Year | 16.51% | 14.24% |
| 3 Year | 25% | 26.63% |
| 5 Year | 24.33% | 27.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 13.5% | 15.2% |
| 3 Year | 18.9% | 20.01% |
| 5 Year | 17.75% | 19.47% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 16.22% | 15.10% |
| Sharp | 0.99% | 1.35% |
| Beta | 0.87% | 0.85% |
| Alpha | -0.10% | 4.71% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.39 | 13.53 |
| Small Cap | 13.91 | 20.07 |
| Large Cap | 12.68 | 5.37 |
| Mid Cap | 67.02 | 61.04 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 5.96 | 8.29 |
| Financial Services | 11.53 | 24.85 |
| Consumer Cyclical | 17.59 | 17.58 |
| Healthcare | 11.29 | 9.8 |
| Technology | 14.57 | 10.66 |
| Real Estate | 2.62 | - |
| Energy | 3.08 | 2.86 |
| Utilities | 0.52 | 1.31 |
| Industrials | 15.58 | 9.96 |
| Basic Materials | 13.76 | 7.13 |
| Communication Services | 2.24 | 3.01 |
| Consumer Defensive | 1.27 | 4.55 |
Top Comparisons
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.74%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.45%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns18.49%
Axis Large Cap Fund - Regular Plan - Growth
3Y Returns16.11%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns26.1%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns21%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns20.19%
Axis Large Cap Fund - Regular Plan - Growth
3Y Returns16.11%
