- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Emerging Equity Scheme vs Mahindra Manulife Mid Cap Fund compare
Kotak Midcap Fund - Growth
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹58300 Cr | ₹3994 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 30 Jan 2018 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 116% |
| Expense Ratio | 1.44 | 1.88 |
| Manager | Harsha Upadhyaya | Abhinav Khandelwal |
| ISIN Code | INF174K01DS9 | INF174V01473 |
| 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 | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.9% | 2.76% |
| 6 Month | 11.05% | 6.85% |
| 1 Year | 8% | 6.39% |
| 3 Year | 21.4% | 24% |
| 5 Year | 25.75% | 26.86% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.29% | 1.84% |
| 1 Year | 15.42% | 10.83% |
| 3 Year | 19.59% | 18.45% |
| 5 Year | 19.95% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.81% | 12.23% |
| 3 Year | 19.58% | 24.06% |
| 5 Year | 18% | 25.78% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.01% | 15.36% |
| Sharp | 0.98% | 1.04% |
| Beta | 0.88% | 0.96% |
| Alpha | 0.40% | 0.63% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Abhinav Khandelwal |
| Total AUM | ₹139411 Cr | ₹5522 Cr |
| Funds Managed | 11 | 5 |
| Kotak Midcap Fund - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.45 | 13.17 |
| Small Cap | 14.03 | 9.57 |
| Large Cap | 13.54 | 9.78 |
| Mid Cap | 68.98 | 67.48 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.88 | 3.95 |
| Financial Services | 18.65 | 18.36 |
| Consumer Cyclical | 17.46 | 14.26 |
| Basic Materials | 13.62 | 7.91 |
| Healthcare | 11.6 | 15.04 |
| Technology | 12.76 | 7.06 |
| Real Estate | 2.17 | 1.61 |
| Energy | 2.93 | 1.29 |
| Industrials | 15.78 | 19.55 |
| Communication Services | 2.08 | 3.04 |
| Consumer Defensive | 1.07 | 4.93 |
| Utilities | - | 3 |
Top Comparisons
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns16.42%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.29%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns17.27%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns15.3%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11.15%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns10.11%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns15.68%
