Kotak Emerging Equity Scheme vs Quant Mid Cap Fund compare
Kotak Emerging Equity Scheme - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 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 Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | 6.4% | 1.7% |
6 Month | -3.26% | -3.93% |
1 Year | 6.81% | -11.14% |
3 Year | 26.47% | 24.23% |
5 Year | 30.82% | 32.56% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 11.65% | 6.29% |
1 Year | 10.22% | -2.93% |
3 Year | 23.06% | 16.94% |
5 Year | 23.31% | 22.55% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - 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 Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 15.958% | 17.376% |
Sharp | 0.648% | 0.838% |
Beta | 0.86% | 0.924% |
Alpha | -0.958% | 0.658% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Name | Harsha Upadhyaya | Sanjeev Sharma |
Total AUM | ₹139411 Cr | ₹39731 Cr |
Funds Managed | 11 | 22 |
Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 3.56 | 10.44 |
Small Cap | 16.88 | - |
Mid Cap | 67.78 | 70.05 |
Large Cap | 11.78 | 19.52 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 3.56 | 10.44 |
Financial Services | 11.42 | 3.93 |
Consumer Cyclical | 15.6 | 6.68 |
Healthcare | 10.73 | 10.17 |
Technology | 16.21 | 0.67 |
Real Estate | 2.96 | - |
Energy | 3.08 | 11.18 |
Utilities | 0.82 | 1.52 |
Basic Materials | 15.17 | 14.83 |
Industrials | 17.04 | 20.21 |
Communication Services | 2.01 | 7.08 |
Consumer Defensive | 1.39 | 13.29 |
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