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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) | ₹56988 Cr | ₹8062 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 | 2.04% | 1.36% |
| 6 Month | 24.23% | 27.8% |
| 1 Year | 1.07% | 7.2% |
| 3 Year | 20.16% | 26.25% |
| 5 Year | 26.82% | 27.36% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 6.78% | 7.06% |
| 1 Year | 17.48% | 23.07% |
| 3 Year | 22.14% | 28.62% |
| 5 Year | 21.86% | 25.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.21% | 14.54% |
| 3 Year | 19.2% | 18.76% |
| 5 Year | 17.86% | 19.05% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.11% | 13.27% |
| Sharp | 0.89% | 1.2% |
| Beta | 0.86% | 0.95% |
| Alpha | 0.68% | 4.69% |
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 | 2.36 | 8.19 |
| Small Cap | 13.15 | 20.53 |
| Large Cap | 13.82 | 12.26 |
| Mid Cap | 70.67 | 59.02 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.04 | 1.92 |
| Financial Services | 14.16 | 29.43 |
| Consumer Cyclical | 19.67 | 16.17 |
| Healthcare | 11.61 | 19.75 |
| Technology | 14.44 | 7.74 |
| Real Estate | 2.28 | 7.86 |
| Energy | 2.94 | - |
| Industrials | 15.49 | 10.06 |
| Basic Materials | 13.84 | 5.42 |
| Communication Services | 2.32 | 1.65 |
| Consumer Defensive | 1.21 | - |
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