Kotak Emerging Equity Scheme vs Mahindra Manulife Mid Cap Fund compare

Kotak Emerging Equity Scheme vs Mahindra Manulife Mid Cap Fund compare

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Kotak Midcap Fund - Growth

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

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

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	1.62%	3.2%
6 Month	14.66%	8.74%
1 Year	6.2%	1.37%
3 Year	21.98%	23.59%
5 Year	27.19%	27.61%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month	1.73%	-0.09%
1 Year	15.16%	5.9%
3 Year	19.87%	17.07%
5 Year	20.21%	19.5%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year	12.97%	13.81%
3 Year	19.31%	24.35%
5 Year	17.93%	25.31%

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

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