Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Emerging Equity Scheme vs Motilal Oswal Midcap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Midcap Fund - Growth

Invest Now

tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Invest Now

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

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns11.15%

VS

Quant Multi Asset Allocation Fund-Growth Quant Multi Asset Allocation Fund-Growth

3Y Returns21.51%

Compare Now

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns17.37%

VS

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns15.32%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns10.85%

VS

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns10.31%

Compare Now

SBI Magnum Income Fund-Regular Plan-Growth SBI Magnum Income Fund-Regular Plan-Growth

3Y Returns7.66%

VS

HSBC Medium to Long Duration Fund - Regular Growth HSBC Medium to Long Duration Fund - Regular Growth

3Y Returns6.51%

Compare Now
Add to Cart Successfully