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Kotak Emerging Equity Scheme vs HSBC Midcap Fund compare
Kotak Midcap Fund - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
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) | ₹56988 Cr | ₹11749 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 | 3.08% | 4.02% |
| 6 Month | 25.5% | 28.58% |
| 1 Year | 2.17% | -1.24% |
| 3 Year | 21.5% | 24.39% |
| 5 Year | 26.93% | 23.35% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.78% | 7.51% |
| 1 Year | 17.48% | 17.41% |
| 3 Year | 22.14% | 23.71% |
| 5 Year | 21.86% | 21.78% |
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 | 15.11% | 16.88% |
| Sharp | 0.89% | 0.91% |
| Beta | 0.86% | 0.97% |
| Alpha | 0.68% | 1.08% |
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 |
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