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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) | ₹60480 Cr | ₹12549 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 | -1.84% | -1.08% |
| 6 Month | 2.78% | 5.33% |
| 1 Year | -0.43% | -4% |
| 3 Year | 20.38% | 23.39% |
| 5 Year | 23.03% | 21.08% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.7% | 1.02% |
| 1 Year | 13.77% | 18.6% |
| 3 Year | 17.82% | 19.91% |
| 5 Year | 18.83% | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.7% | 15.76% |
| 3 Year | 19.67% | 16.79% |
| 5 Year | 18.03% | 17.11% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.08% | 16.83% |
| Sharp | 0.92% | 1.00% |
| Beta | 0.88% | 0.98% |
| Alpha | -0.28% | 1.06% |
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 | 3.26 | 10.64 |
| Small Cap | 13.72 | 18.23 |
| Large Cap | 13.22 | 13.52 |
| Mid Cap | 69.8 | 57.62 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 1.28 | 3.14 |
| Financial Services | 19.77 | 29.92 |
| Consumer Cyclical | 16.43 | 14.69 |
| Basic Materials | 13.45 | 0.24 |
| Healthcare | 11.8 | 8.09 |
| Technology | 12.78 | 14.07 |
| Real Estate | 2.36 | 0 |
| Energy | 3.01 | - |
| Industrials | 15.82 | 23.46 |
| Communication Services | 2.28 | 1.59 |
| Consumer Defensive | 1.02 | 4.77 |
| Utilities | - | 0.04 |
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