Kotak Emerging Equity Scheme vs Nippon India Growth Fund compare
Kotak Midcap Fund - Growth
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Fund | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹57102 Cr | ₹39066 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 30 Mar 2007 | 08 Oct 1995 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 2.88% | 69% |
Expense Ratio | 1.44 | 1.59 |
Manager | Harsha Upadhyaya | Kinjal Desai |
ISIN Code | INF174K01DS9 | INF204K01323 |
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 | Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | -1.22% | -3.8% |
6 Month | 9.84% | 7.83% |
1 Year | 1.92% | -0.02% |
3 Year | 22.16% | 25.38% |
5 Year | 29.06% | 30.63% |
SIP Return Analysis
Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 11.07% | 8.01% |
1 Year | 14.84% | 11.13% |
3 Year | 23.47% | 25.17% |
5 Year | 23.28% | 25.57% |
Rolling Lumpsum Returns
Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 13.21% | 21.67% |
3 Year | 19.2% | 19.44% |
5 Year | 17.86% | 18.51% |
Risk Management
Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 15.94% | 15.85% |
Sharp | 1.22% | 1.42% |
Beta | 0.88% | 0.92% |
Alpha | 0.16% | 2.57% |
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Fund Managers
Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Kinjal Desai |
Total AUM | ₹139411 Cr | ₹81302 Cr |
Funds Managed | 11 | 16 |
Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
Kotak Midcap Fund - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 3.75 | 3.63 |
Small Cap | 13.37 | 12.36 |
Large Cap | 12.8 | 18.39 |
Mid Cap | 70.07 | 65.62 |
Sector Allocation
Scheme Name |
Kotak Midcap Fund - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 3.35 | 2.26 |
Financial Services | 12.48 | 24.66 |
Consumer Cyclical | 19.31 | 20.68 |
Healthcare | 10.95 | 11.3 |
Technology | 15.09 | 6.57 |
Real Estate | 2.67 | 1.58 |
Energy | 3.02 | 0.74 |
Utilities | 0 | 5.8 |
Industrials | 16.31 | 14.74 |
Basic Materials | 13.41 | 5.36 |
Communication Services | 2.24 | 3.47 |
Consumer Defensive | 1.16 | 2.83 |
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