Kotak Emerging Equity Scheme vs HDFC Mid compare

Kotak Emerging Equity Scheme vs HDFC Mid compare

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Kotak Midcap Fund - Growth

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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)	₹60480 Cr	₹92169 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	-2.55%	-1.24%
6 Month	1.38%	5.43%
1 Year	-1.48%	4.63%
3 Year	20.27%	24.69%
5 Year	22.3%	25.31%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
6 Month	-0.7%	2.88%
1 Year	13.77%	20.1%
3 Year	17.82%	20.78%
5 Year	18.83%	22.84%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
1 Year	12.58%	14.36%
3 Year	19.7%	20.76%
5 Year	18.04%	20.06%

Risk Management

Scheme Name	Kotak Midcap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
Standard Deviation	12.22%	13.85%
Sharp	0.98%	1.25%
Beta	0.88%	0.86%
Alpha	-0.24%	3.57%

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	4.73	12.16
Small Cap	13.36	16.51
Large Cap	12.57	7.64
Mid Cap	69.34	63.68

Sector Allocation

Scheme Name	Kotak Midcap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
Others	2.09	6.97
Financial Services	20.28	27.28
Consumer Cyclical	15.98	16.69
Basic Materials	13.22	5.07
Healthcare	12.17	12.26
Technology	13.23	10.48
Real Estate	2.18	-
Energy	2.69	2.76
Industrials	15.19	9.05
Communication Services	2.17	2.76
Consumer Defensive	0.8	5.56
Utilities	-	1.11

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