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Kotak Emerging Equity Scheme vs Quant Mid Cap Fund compare
Kotak Midcap Fund - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹60637 Cr | ₹8608 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | % |
| Expense Ratio | 1.44 | 1.75 |
| Manager | Harsha Upadhyaya | Sanjeev Sharma |
| ISIN Code | INF174K01DS9 | INF966L01176 |
| 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 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -0.65% | -4.65% |
| 6 Month | -2.11% | -9.72% |
| 1 Year | 5.92% | -6.93% |
| 3 Year | 20.95% | 12.77% |
| 5 Year | 21% | 19.51% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -2.4% | -5.63% |
| 1 Year | 7.89% | -9.76% |
| 3 Year | 14.97% | 3.38% |
| 5 Year | 17.34% | 11.87% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 12.48% | 11.46% |
| 3 Year | 19.75% | 12.59% |
| 5 Year | 18.07% | 11.06% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.22% | 15.85% |
| Sharp | 0.99% | 0.56% |
| Beta | 0.88% | 0.98% |
| Alpha | -0.38% | -7.48% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Sanjeev Sharma |
| Total AUM | ₹139411 Cr | ₹39731 Cr |
| Funds Managed | 11 | 22 |
| Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.4 | 29.22 |
| Small Cap | 11.42 | - |
| Large Cap | 13.25 | 11.45 |
| Mid Cap | 69.94 | 59.32 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 1 | 26.79 |
| Financial Services | 22.72 | 6.18 |
| Consumer Cyclical | 16.22 | 1.36 |
| Basic Materials | 13.04 | 8.78 |
| Healthcare | 12.06 | 11.2 |
| Technology | 12.72 | 6.93 |
| Real Estate | 2.21 | 0.88 |
| Energy | 2 | 5.79 |
| Industrials | 15.37 | 16.14 |
| Communication Services | 2.23 | 8.62 |
| Consumer Defensive | 0.44 | 5.14 |
| Utilities | - | 2.18 |
Top Comparisons
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