Kotak Emerging Equity Scheme vs ICICI Prudential MidCap Fund compare

Kotak Emerging Equity Scheme vs ICICI Prudential MidCap Fund compare

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ICICI Prudential MidCap Fund - Growth

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Kotak Midcap Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth
Fund	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹6654 Cr	₹57375 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 Oct 2004	30 Mar 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	73%	2.88%
Expense Ratio	1.9	1.44
Manager	Sharmila D'mello	Harsha Upadhyaya
ISIN Code	INF109K01AN2	INF174K01DS9
Exits Load	ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth
1 Month	-0.68%	0.14%
6 Month	17.63%	19.65%
1 Year	4.51%	4.29%
3 Year	22.49%	21.99%
5 Year	26.4%	27.46%

SIP Return Analysis

Scheme Name	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth
6 Month	6.47%	8.02%
1 Year	10.95%	12.22%
3 Year	21.11%	21.59%
5 Year	21.08%	21.88%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth
1 Year	13.67%	13.21%
3 Year	15.45%	19.2%
5 Year	15.84%	17.86%

Risk Management

Scheme Name	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth
Standard Deviation	14.46%	15.09%
Sharp	1.02%	1.03%
Beta	0.96%	0.86%
Alpha	-1.28%	0.55%

Fund Managers

Scheme Name	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth
Name	Sharmila D'mello	Harsha Upadhyaya
Total AUM	₹354743 Cr	₹139411 Cr
Funds Managed	35	11
	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth

Market Cap

Scheme Name	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth
Others	6.03	2.36
Mid Cap	69.66	70.67
Small Cap	17.12	13.15
Large Cap	7.18	13.82

Sector Allocation

Scheme Name	ICICI Prudential MidCap Fund - Growth	Kotak Midcap Fund - Growth
Others	2.07	2.04
Industrials	21.95	15.49
Financial Services	18.82	14.16
Basic Materials	26.28	13.84
Communication Services	10.54	2.32
Healthcare	2.82	11.61
Consumer Cyclical	10.46	19.67
Technology	0.38	14.44
Real Estate	6.55	2.28
Utilities	0.13	-
Energy	-	2.94
Consumer Defensive	-	1.21

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