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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) | ₹56988 Cr | ₹34780 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 | 2.28% | 4.4% |
| 6 Month | 23.34% | 17.99% |
| 1 Year | 1.91% | -1.08% |
| 3 Year | 20.26% | 26.04% |
| 5 Year | 28.03% | 33.89% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 6.78% | 6.82% |
| 1 Year | 17.48% | 11.17% |
| 3 Year | 22.14% | 26.59% |
| 5 Year | 21.86% | 28.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 13.21% | 17.59% |
| 3 Year | 19.2% | 19.99% |
| 5 Year | 17.86% | 14.42% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.11% | 17.40% |
| Sharp | 0.89% | 1.11% |
| Beta | 0.86% | 0.86% |
| Alpha | 0.68% | 6.74% |
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 | 2.36 | 12.4 |
| Small Cap | 13.15 | - |
| Large Cap | 13.82 | 24.39 |
| Mid Cap | 70.67 | 63.22 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.04 | 2.61 |
| Financial Services | 14.16 | 3.2 |
| Consumer Cyclical | 19.67 | 26.86 |
| Healthcare | 11.61 | 3.21 |
| Technology | 14.44 | 37.96 |
| Real Estate | 2.28 | 2.58 |
| Energy | 2.94 | - |
| Industrials | 15.49 | 20.24 |
| Basic Materials | 13.84 | - |
| Communication Services | 2.32 | 3.34 |
| Consumer Defensive | 1.21 | - |
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