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) | ₹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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