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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) | ₹58300 Cr | ₹39329 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 | 1.62% | 3.08% |
| 6 Month | 14.66% | 10.79% |
| 1 Year | 6.2% | 5.46% |
| 3 Year | 21.98% | 25.13% |
| 5 Year | 27.19% | 29.56% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 1.73% | 0.23% |
| 1 Year | 15.16% | 9.97% |
| 3 Year | 19.87% | 19.66% |
| 5 Year | 20.21% | 21.75% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 12.97% | 21.4% |
| 3 Year | 19.31% | 19.53% |
| 5 Year | 17.93% | 18.57% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.01% | 15.48% |
| Sharp | 0.98% | 1.12% |
| Beta | 0.88% | 0.96% |
| Alpha | 0.40% | 1.83% |
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 | 3.45 | 5.36 |
| Small Cap | 14.03 | 11 |
| Large Cap | 13.54 | 18.12 |
| Mid Cap | 68.98 | 65.52 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 1.88 | 3.08 |
| Financial Services | 18.65 | 23.64 |
| Consumer Cyclical | 17.46 | 20.38 |
| Basic Materials | 13.62 | 5.14 |
| Healthcare | 11.6 | 11.49 |
| Technology | 12.76 | 6.2 |
| Real Estate | 2.17 | 1.43 |
| Energy | 2.93 | 0.97 |
| Industrials | 15.78 | 16.25 |
| Communication Services | 2.08 | 2.93 |
| Consumer Defensive | 1.07 | 2.85 |
| Utilities | - | 5.65 |
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