Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

Kotak Emerging Equity Scheme vs Quant Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Midcap Fund - Growth

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹58300 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 0.47% 1.38%
6 Month 13.51% -0.83%
1 Year 5.74% -7.24%
3 Year 22.36% 17.34%
5 Year 26.97% 27.24%

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth Quant Mid Cap Fund-Growth
6 Month 3.35% -1.74%
1 Year 18.15% -0.63%
3 Year 21.38% 10.23%
5 Year 21.33% 16.99%

Rolling Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth Quant Mid Cap Fund-Growth
1 Year 12.97% 12.08%
3 Year 19.31% 11.93%
5 Year 17.93% 10.71%

Risk Management

Scheme Name Kotak Midcap Fund - Growth Quant Mid Cap Fund-Growth
Standard Deviation 15.02% 17.376%
Sharp 0.94% 0.838%
Beta 0.86% 0.924%
Alpha 0.66% 0.658%

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 3.45 22.84
Small Cap 14.03 -
Large Cap 13.54 15.28
Mid Cap 68.98 61.87

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

Quant Mid Cap Fund-Growth
Others 1.88 20.84
Financial Services 18.65 7.99
Consumer Cyclical 17.46 0.44
Basic Materials 13.62 9.06
Healthcare 11.6 11.07
Technology 12.76 6.91
Real Estate 2.17 -
Energy 2.93 9.91
Industrials 15.78 16.36
Communication Services 2.08 10.5
Consumer Defensive 1.07 4.71
Utilities - 2.2

Top Comparisons

Kotak Overnight Fund -Regular plan-Growth Option Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns6.36%

VS

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns6.34%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.25%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.19%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns7.87%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns7.49%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns7.06%

VS

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns6.99%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully