Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Emerging Equity Scheme vs HSBC Midcap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Midcap Fund - Growth

Invest Now

tortoise-icon HSBC Midcap Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Midcap Fund - Growth HSBC Midcap Fund - Regular Growth
Fund Kotak Midcap Fund - Growth HSBC Midcap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹57375 Cr ₹11845 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Mar 2007 09 Aug 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over 2.88% 19%
Expense Ratio 1.44 1.71
Manager Harsha Upadhyaya Venugopal Manghat
ISIN Code INF174K01DS9 INF917K01254
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 HSBC Mid Cap Fund - Regular Plan - 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 HSBC Midcap Fund - Regular Growth
1 Month 0.42% 1.17%
6 Month 19.38% 19.64%
1 Year 5.2% 2.11%
3 Year 21.89% 24.07%
5 Year 27.84% 24.27%

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth HSBC Midcap Fund - Regular Growth
6 Month 8.02% 7.9%
1 Year 12.22% 8.14%
3 Year 21.59% 22.43%
5 Year 21.88% 21.14%

Rolling Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth HSBC Midcap Fund - Regular Growth
1 Year 13.21% 16.41%
3 Year 19.2% 16.42%
5 Year 17.86% 16.86%

Risk Management

Scheme Name Kotak Midcap Fund - Growth HSBC Midcap Fund - Regular Growth
Standard Deviation 15.09% 16.82%
Sharp 1.03% 0.99%
Beta 0.86% 0.96%
Alpha 0.55% -0.07%

Fund Managers

Scheme Name Kotak Midcap Fund - Growth HSBC Midcap Fund - Regular Growth
Name Harsha Upadhyaya Venugopal Manghat
Total AUM ₹139411 Cr ₹41442 Cr
Funds Managed 11 7
Kotak Midcap Fund - Growth HSBC Midcap Fund - Regular Growth

Market Cap

Scheme Name

Kotak Midcap Fund - Growth

HSBC Midcap Fund - Regular Growth

Others 2.36 7.03
Small Cap 13.15 13.61
Large Cap 13.82 15.83
Mid Cap 70.67 63.52

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

HSBC Midcap Fund - Regular Growth

Others 2.04 1.04
Financial Services 14.16 26.49
Consumer Cyclical 19.67 13.81
Healthcare 11.61 11.24
Technology 14.44 11.22
Real Estate 2.28 0.1
Energy 2.94 -
Industrials 15.49 27.87
Basic Materials 13.84 1.05
Communication Services 2.32 1.65
Consumer Defensive 1.21 4.17
Utilities - 1.37

Top Comparisons

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns20.16%

VS

SBI Multicap Fund- Regular Plan- Growth Option SBI Multicap Fund- Regular Plan- Growth Option

3Y Returns17.43%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns15.55%

VS

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns13.67%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.98%

VS

DSP Ultra Short Fund - Regular Plan - Growth DSP Ultra Short Fund - Regular Plan - Growth

3Y Returns6.73%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns7.3%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

Compare Now
Add to Cart Successfully