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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) | ₹58300 Cr | ₹8518 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 | 1.62% | 3.63% |
| 6 Month | 14.66% | 17.47% |
| 1 Year | 6.2% | 13.79% |
| 3 Year | 21.98% | 27.26% |
| 5 Year | 27.19% | 28.32% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.32% | 0.78% |
| 1 Year | 14.14% | 15.45% |
| 3 Year | 19.37% | 24.59% |
| 5 Year | 20% | 23.29% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 12.97% | 14.41% |
| 3 Year | 19.31% | 18.92% |
| 5 Year | 17.93% | 19.13% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.01% | 13.27% |
| Sharp | 0.98% | 1.21% |
| Beta | 0.88% | 0.95% |
| Alpha | 0.40% | 4.1% |
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 | 3.45 | 8.21 |
| Small Cap | 14.03 | 21.38 |
| Large Cap | 13.54 | 15.32 |
| Mid Cap | 68.98 | 55.09 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 1.88 | 0.32 |
| Financial Services | 18.65 | 31.64 |
| Consumer Cyclical | 17.46 | 17.8 |
| Basic Materials | 13.62 | 4.47 |
| Healthcare | 11.6 | 18.35 |
| Technology | 12.76 | 8.7 |
| Real Estate | 2.17 | 7.62 |
| Energy | 2.93 | - |
| Industrials | 15.78 | 9.75 |
| Communication Services | 2.08 | 1.35 |
| Consumer Defensive | 1.07 | - |
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