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 Nippon India Growth Fund compare

Link copied to clipboard!

tortoise-icon Kotak Midcap Fund - Growth

Invest Now

tortoise-icon Nippon India Growth Mid Cap Fund-Growth 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 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) ₹60480 Cr ₹42042 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 -2.55% -2.52%
6 Month 1.38% 1.74%
1 Year -1.48% -0.1%
3 Year 20.27% 23.47%
5 Year 22.3% 24.39%

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
6 Month -0.7% 0.6%
1 Year 13.77% 14.61%
3 Year 17.82% 19.44%
5 Year 18.83% 21.34%

Rolling Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Year 12.58% 22.56%
3 Year 19.7% 20.89%
5 Year 18.04% 17.71%

Risk Management

Scheme Name Kotak Midcap Fund - Growth Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation 12.22% 13.98%
Sharp 0.98% 1.13%
Beta 0.88% 0.96%
Alpha -0.24% 1.14%

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 4.73 5.05
Small Cap 13.36 10.48
Large Cap 12.57 17.52
Mid Cap 69.34 66.96

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

Others 2.09 1.92
Financial Services 20.28 25.28
Consumer Cyclical 15.98 19.43
Basic Materials 13.22 4.63
Healthcare 12.17 11.41
Technology 13.23 7.03
Real Estate 2.18 1.49
Energy 2.69 0.93
Industrials 15.19 15.62
Communication Services 2.17 3.3
Consumer Defensive 0.8 3.44
Utilities - 5.51

Top Comparisons

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.57%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns14.57%

Compare Now

Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Franklin U.S. Opportunities Equity Active FOF - Regular - Growth

3Y Returns23.6%

VS

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns17.75%

Compare Now

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.89%

VS

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.14%

Compare Now

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns14.29%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns15.13%

Compare Now
Add to Cart Successfully