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Kotak Emerging Equity Scheme vs Quant Mid Cap Fund compare

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tortoise-icon Kotak Midcap Fund - Growth

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tortoise-icon Quant Mid Cap Fund-Growth

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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) ₹60480 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 -1.36% -5.06%
6 Month -0.67% -8.3%
1 Year 3.69% -6.9%
3 Year 20.77% 13.21%
5 Year 20.75% 19.51%

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth Quant Mid Cap Fund-Growth
6 Month -0.91% -3.98%
1 Year 10.24% -7.2%
3 Year 15.85% 4.3%
5 Year 17.7% 12.25%

Rolling Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth Quant Mid Cap Fund-Growth
1 Year 12.51% 11.45%
3 Year 19.72% 12.59%
5 Year 18.07% 11.05%

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 4.73 26.81
Small Cap 13.36 6.57
Large Cap 12.57 11.45
Mid Cap 69.34 55.19

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

Quant Mid Cap Fund-Growth

Others 2.09 26.81
Financial Services 20.28 -
Consumer Cyclical 15.98 -
Basic Materials 13.22 -
Healthcare 12.17 -
Technology 13.23 -
Real Estate 2.18 -
Energy 2.69 -
Industrials 15.19 -
Communication Services 2.17 -
Consumer Defensive 0.8 -
Petroleum Products - 5.79
Finance - 2.98
Agricultural, Commercial & Construction Vehicles - 1.55
Electrical Equipment - 6.47
Pharmaceuticals & Biotechnology - 11.2
Insurance - 1.06
Telecom - Services - 8.62
Diversified FMCG - 2.42
Power - 2.18
Ferrous Metals - 5.36
Leisure Services - 1.36
Financial Technology (Fintech) - 2.14
Chemicals & Petrochemicals - 3.42
Realty - 0.88
Beverages - 1.51
Agricultural Food & other Products - 1.21
Transport Infrastructure - 8.03
Construction - 6.57
IT - Software - 0.46

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