Kotak Emerging Equity Scheme vs Invesco India Midcap Fund compare
Kotak Emerging Equity Scheme - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹5645 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 2.88% | 70% |
Expense Ratio | 1.44 | 1.8 |
Manager | Harsha Upadhyaya | Aditya Khemani |
ISIN Code | INF174K01DS9 | INF205K01BC9 |
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 | Invesco India Mid Cap 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 | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | 2.21% | 2.99% |
6 Month | -7.57% | -2.92% |
1 Year | 9.78% | 16.14% |
3 Year | 18.49% | 22.99% |
5 Year | 29.33% | 28.97% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -1.96% | 0.23% |
1 Year | -9.41% | -0.28% |
3 Year | 18.37% | 25.26% |
5 Year | 21.3% | 24.17% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 13.66% | 14.1% |
3 Year | 19.04% | 18.13% |
5 Year | 17.67% | 18.76% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.958% | 13.27% |
Sharp | 0.648% | 0.8% |
Beta | 0.86% | 0.93% |
Alpha | -0.958% | 1.49% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Aditya Khemani |
Total AUM | ₹139411 Cr | ₹12070 Cr |
Funds Managed | 11 | 3 |
Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 3.56 | 2.1 |
Small Cap | 16.88 | 20.07 |
Mid Cap | 67.78 | 64.75 |
Large Cap | 11.78 | 13.09 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 3.56 | 0.35 |
Financial Services | 11.42 | 23.61 |
Consumer Cyclical | 15.6 | 19.8 |
Healthcare | 10.73 | 18.02 |
Technology | 16.21 | 10.12 |
Real Estate | 2.96 | 7.12 |
Energy | 3.08 | - |
Utilities | 0.82 | - |
Basic Materials | 15.17 | 9.73 |
Industrials | 17.04 | 9.48 |
Communication Services | 2.01 | 1.75 |
Consumer Defensive | 1.39 | - |
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