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Kotak Emerging Equity Scheme vs Invesco India Midcap Fund compare
Kotak Midcap Fund - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹60480 Cr | ₹10006 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 Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | -1.18% | -2.91% |
| 6 Month | 0.62% | 1.97% |
| 1 Year | 1.84% | 5.76% |
| 3 Year | 21.73% | 27.43% |
| 5 Year | 22.88% | 24.26% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.15% | 0.76% |
| 1 Year | 13.28% | 18.34% |
| 3 Year | 17.43% | 24.09% |
| 5 Year | 18.88% | 23.23% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.58% | 14.39% |
| 3 Year | 19.7% | 19.28% |
| 5 Year | 18.04% | 19.3% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.27% |
| Sharp | 0.98% | 1.25% |
| Beta | 0.88% | 0.95% |
| Alpha | -0.24% | 3.8% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Aditya Khemani |
| Total AUM | ₹139411 Cr | ₹12070 Cr |
| Funds Managed | 11 | 3 |
| Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 4.73 | 10.42 |
| Small Cap | 13.36 | 20.89 |
| Large Cap | 12.57 | 14.19 |
| Mid Cap | 69.34 | 54.49 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.09 | 2.01 |
| Financial Services | 20.28 | 34.71 |
| Consumer Cyclical | 15.98 | 20.6 |
| Basic Materials | 13.22 | 3.63 |
| Healthcare | 12.17 | 17.1 |
| Technology | 13.23 | 6.91 |
| Real Estate | 2.18 | 7.67 |
| Energy | 2.69 | - |
| Industrials | 15.19 | 6.94 |
| Communication Services | 2.17 | 0.44 |
| Consumer Defensive | 0.8 | - |
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