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Kotak Emerging Equity Scheme vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
Kotak Midcap Fund - Growth
Chart Comparison
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) | ₹7132 Cr | ₹60637 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 | -5.51% | -6.59% |
| 6 Month | -2.51% | -6.66% |
| 1 Year | 10.64% | 2.59% |
| 3 Year | 21.02% | 19.48% |
| 5 Year | 20.62% | 20.18% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | -2.45% | -6.52% |
| 1 Year | 6.29% | -3.17% |
| 3 Year | 15.94% | 11.72% |
| 5 Year | 17.77% | 15.69% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 12.94% | 12.48% |
| 3 Year | 16.04% | 19.75% |
| 5 Year | 16.12% | 18.07% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 16.13% | 15.04% |
| Sharp | 0.98% | 0.94% |
| Beta | 0.98% | 0.89% |
| Alpha | -0.27% | -0.41% |
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 | 8.65 | 5.4 |
| Mid Cap | 71.72 | 69.94 |
| Small Cap | 10.28 | 11.42 |
| Large Cap | 9.35 | 13.25 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 1.52 | 1 |
| Industrials | 20.74 | 15.37 |
| Financial Services | 21.64 | 22.72 |
| Basic Materials | 28.13 | 13.04 |
| Communication Services | 8.41 | 2.23 |
| Consumer Cyclical | 11.81 | 16.22 |
| Real Estate | 5.96 | 2.21 |
| Healthcare | 1.26 | 12.06 |
| Utilities | 0.14 | - |
| Technology | 0.37 | 12.72 |
| Energy | - | 2 |
| Consumer Defensive | - | 0.44 |
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