Kotak Emerging Equity Scheme vs Nippon India Growth Fund compare
Kotak Emerging Equity Scheme - Growth
Nippon India Growth Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹33033 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 Emerging Equity Scheme - Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 2.21% | 3.35% |
6 Month | -7.57% | -4.83% |
1 Year | 9.78% | 10.05% |
3 Year | 18.49% | 23.4% |
5 Year | 29.33% | 32.69% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | -1.96% | 0.88% |
1 Year | -9.41% | -3.67% |
3 Year | 18.37% | 23.82% |
5 Year | 21.3% | 25.55% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 13.66% | 22.55% |
3 Year | 19.04% | 19.15% |
5 Year | 17.67% | 18.36% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 15.958% | 16.222% |
Sharp | 0.648% | 0.853% |
Beta | 0.86% | 0.904% |
Alpha | -0.958% | 1.955% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Kinjal Desai |
Total AUM | ₹139411 Cr | ₹81302 Cr |
Funds Managed | 11 | 16 |
Kotak Emerging Equity Scheme - Growth | Nippon India Growth Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
Others | 3.56 | 0.61 |
Small Cap | 16.88 | 12.66 |
Mid Cap | 67.78 | 65.69 |
Large Cap | 11.78 | 21.05 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Nippon India Growth Fund-Growth Plan-Growth Option |
---|---|---|
Others | 3.56 | 0.61 |
Financial Services | 11.42 | 21.64 |
Consumer Cyclical | 15.6 | 22.25 |
Healthcare | 10.73 | 11.47 |
Technology | 16.21 | 7.6 |
Real Estate | 2.96 | 1.53 |
Energy | 3.08 | 0.68 |
Utilities | 0.82 | 6.18 |
Basic Materials | 15.17 | 5.49 |
Industrials | 17.04 | 14.97 |
Communication Services | 2.01 | 3.9 |
Consumer Defensive | 1.39 | 3.68 |
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