Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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 -0.08% 1.38%
6 Month 9.95% -1.64%
1 Year 7.22% -1.21%
3 Year 21.53% 16.42%
5 Year 25.75% 26.24%

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth Quant Mid Cap Fund-Growth
6 Month 1.29% -0.24%
1 Year 15.42% 2.03%
3 Year 19.59% 9.63%
5 Year 19.95% 16.05%

Rolling Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth Quant Mid Cap Fund-Growth
1 Year 12.81% 11.55%
3 Year 19.58% 12.49%
5 Year 18% 11.01%

Risk Management

Scheme Name Kotak Midcap Fund - Growth Quant Mid Cap Fund-Growth
Standard Deviation 15.01% 17.376%
Sharp 0.98% 0.838%
Beta 0.88% 0.924%
Alpha 0.40% 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 26.8
Small Cap 14.03 -
Large Cap 13.54 11.1
Mid Cap 68.98 62.1

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

Quant Mid Cap Fund-Growth
Others 1.88 24.96
Financial Services 18.65 5.87
Consumer Cyclical 17.46 0.43
Basic Materials 13.62 9
Healthcare 11.6 10.37
Technology 12.76 7.58
Real Estate 2.17 0.83
Energy 2.93 8.6
Industrials 15.78 16.71
Communication Services 2.08 8.72
Consumer Defensive 1.07 4.71
Utilities - 2.22

Top Comparisons

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns12.08%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns22.99%

Compare Now

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns15.67%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns11.65%

Compare Now

Nippon India Short Duration Fund-Growth Plan Nippon India Short Duration Fund-Growth Plan

3Y Returns7.71%

VS

LIC MF Short Term Debt Fund Regular - Growth LIC MF Short Term Debt Fund Regular - Growth

3Y Returns7.01%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns18.98%

VS

DSP Healthcare Fund - Regular Plan - Growth DSP Healthcare Fund - Regular Plan - Growth

3Y Returns21.36%

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