Kotak Emerging Equity Scheme vs Motilal Oswal Midcap Fund compare

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Kotak Midcap Fund - Growth

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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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	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹57102 Cr	₹33053 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	30 Mar 2007	24 Feb 2014
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	2.88%	120%
Expense Ratio	1.44	1.58
Manager	Harsha Upadhyaya	Rakesh Shetty
ISIN Code	INF174K01DS9	INF247L01411
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	Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month	0.06%	-1.86%
6 Month	12.67%	5.98%
1 Year	2.97%	2.23%
3 Year	23.13%	29.32%
5 Year	29.51%	34.98%

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month	11.07%	5.92%
1 Year	14.84%	2.58%
3 Year	23.47%	26.74%
5 Year	23.28%	29.31%

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year	13.5%	18.18%
3 Year	18.9%	19.42%
5 Year	17.75%	14.18%

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation	15.94%	17.92%
Sharp	1.22%	1.43%
Beta	0.88%	0.87%
Alpha	0.16%	6.76%

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Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name	Harsha Upadhyaya	Rakesh Shetty
Total AUM	₹139411 Cr	₹33886 Cr
Funds Managed	11	19
	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	3.75	27.11
Small Cap	13.37	-
Large Cap	12.8	14.54
Mid Cap	70.07	58.35

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	3.35	16.63
Financial Services	12.48	2.61
Consumer Cyclical	19.31	17.65
Healthcare	10.95	4.49
Technology	15.09	33.7
Real Estate	2.67	2.83
Energy	3.02	-
Utilities	0	0
Industrials	16.31	18.11
Basic Materials	13.41	0
Communication Services	2.24	3.99
Consumer Defensive	1.16	-