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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) | ₹53464 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 | 2.79% | 1.05% |
| 6 Month | 1.63% | 0.88% |
| 1 Year | 4.42% | -11.36% |
| 3 Year | 25.96% | 24.07% |
| 5 Year | 29.87% | 31.7% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 14.19% | 8.84% |
| 1 Year | 17.42% | 4.01% |
| 3 Year | 24.24% | 17.67% |
| 5 Year | 23.84% | 22.74% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.5% | 12.31% |
| 3 Year | 18.9% | 11.76% |
| 5 Year | 17.75% | 10.55% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.94% | 17.376% |
| Sharp | 1.22% | 0.838% |
| Beta | 0.88% | 0.924% |
| Alpha | 0.16% | 0.658% |
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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 | 6.39 | 19.14 |
| Small Cap | 13.91 | - |
| Large Cap | 12.68 | 18.8 |
| Mid Cap | 67.02 | 62.06 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.96 | 19.14 |
| Financial Services | 11.53 | 4.65 |
| Consumer Cyclical | 17.59 | 5.49 |
| Healthcare | 11.29 | 8 |
| Technology | 14.57 | 0.69 |
| Real Estate | 2.62 | - |
| Energy | 3.08 | 12.99 |
| Utilities | 0.52 | 2.03 |
| Industrials | 15.58 | 16.55 |
| Basic Materials | 13.76 | 9.64 |
| Communication Services | 2.24 | 9.25 |
| Consumer Defensive | 1.27 | 11.56 |
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