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) | ₹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 |
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