Kotak Emerging Equity Scheme vs Invesco India Midcap Fund compare

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Kotak Emerging Equity Scheme - Growth

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Invesco India Midcap Fund - Growth Option

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Chart Comparison

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

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

Scheme Name	Kotak Emerging Equity Scheme - Growth	Invesco India Midcap Fund - Growth Option
1 Month	8.05%	6.53%
6 Month	-8.46%	-4.89%
1 Year	11.26%	17.03%
3 Year	20.55%	25.28%
5 Year	30.63%	29.86%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Invesco India Midcap Fund - Growth Option
6 Month	-1.33%	-0.73%
1 Year	-8.91%	-3.41%
3 Year	17.47%	22.86%
5 Year	20.49%	22.74%

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%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Invesco India Midcap Fund - Growth Option
Standard Deviation	15.958%	13.27%
Sharp	0.648%	0.96%
Beta	0.86%	0.92%
Alpha	-0.958%	1.87%

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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

Scheme Name	Kotak Emerging Equity Scheme - Growth	Invesco India Midcap Fund - Growth Option
Others	3.56	0.18
Small Cap	16.88	21.66
Mid Cap	67.78	65.04
Large Cap	11.78	13.12

Scheme Name	Kotak Emerging Equity Scheme - Growth	Invesco India Midcap Fund - Growth Option
Others	3.56	0.18
Financial Services	11.42	-
Consumer Cyclical	15.6	-
Healthcare	10.73	-
Technology	16.21	-
Real Estate	2.96	-
Energy	3.08	-
Utilities	0.82	-
Basic Materials	15.17	-
Industrials	17.04	-
Communication Services	2.01	-
Consumer Defensive	1.39	-
Industrial Products	-	5.84
Retailing	-	6.83
Auto Components	-	3.78
Healthcare Services	-	11.3
Realty	-	6.9
Insurance	-	6.11
Consumer Durables	-	5.6
Leisure Services	-	4.91
Pharmaceuticals & Biotechnology	-	7.09
Electrical Equipment	-	2.87
Capital Markets	-	7.14
Finance	-	7.51
Banks	-	4.17
Ferrous Metals	-	3.08
IT - Software	-	5.77
Chemicals & Petrochemicals	-	1.09
Telecom - Services	-	1.79
Transport Services	-	3.05
Cement & Cement Products	-	3.68
Industrial Manufacturing	-	1.31