Kotak Emerging Equity Scheme vs Motilal Oswal Midcap Fund compare
Kotak Midcap Fund - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 | - |
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