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Kotak Emerging Equity Scheme vs HSBC Midcap Fund compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon HSBC Midcap Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
Fund Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹49092 Cr ₹10753 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 Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
1 Month -9.21% -11.69%
6 Month -11.09% -13.7%
1 Year 13.22% 5.8%
3 Year 18.38% 18.51%
5 Year 21.32% 18.05%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 3.77% -3.29%
3 Year 22.36% 23.73%
5 Year 24.66% 22.9%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
1 Year 13.66% 17.31%
3 Year 19.04% 15.78%
5 Year 17.67% 16.4%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
Standard Deviation 12.22% 12.61%
Sharp 1.1% 1.33%
Beta 0.8% 0.82%
Alpha 2.56% 1.66%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

HSBC Midcap Fund - Regular Growth

Others 3.71 1.68
Small Cap 14.15 11.47
Large Cap 10.8 23.14
Mid Cap 71.14 63.71

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

HSBC Midcap Fund - Regular Growth

Others 3.71 1.68
Capital Markets 1.15 11.33
Finance 4.97 0.29
Banks 3.46 2.15
Healthcare Services 4.49 3.09
IT - Software 15.17 5.25
Realty 3.11 7.01
Petroleum Products 0.61 -
Chemicals & Petrochemicals 5.66 0.04
Electrical Equipment 2.63 18.97
Fertilizers & Agrochemicals 4.88 -
Insurance 2.76 -
Industrial Products 7.32 4.39
Consumer Durables 10.86 11.63
Construction 1.01 -
Aerospace & Defense 1.83 3.29
Oil 1.42 -
Auto Components 11.37 -
Cement & Cement Products 3.3 0.58
Telecom - Services 2.03 0.05
Pharmaceuticals & Biotechnology 5.6 3.82
Personal Products 1.61 -
Industrial Manufacturing 0.3 1.62
Textiles & Apparels 0.55 -
Retailing - 8.27
IT - Services - 0.04
Leisure Services - 2.27
Paper, Forest & Jute Products - 1.24
Power - 4.74
Cigarettes & Tobacco Products - 1.45
Financial Technology (Fintech) - 4.62
Automobiles - 0.85
Commercial Services & Supplies - 0.5
Beverages - 0.83

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