- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹60637 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 | -3.18% | -8.62% |
| 6 Month | -3.53% | -11.67% |
| 1 Year | 8.7% | -8.06% |
| 3 Year | 21.2% | 13.78% |
| 5 Year | 21.29% | 20.24% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -6.52% | -9.49% |
| 1 Year | -3.17% | -18.55% |
| 3 Year | 11.72% | 0.45% |
| 5 Year | 15.69% | 10.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 12.48% | 11.46% |
| 3 Year | 19.75% | 12.59% |
| 5 Year | 18.07% | 11.06% |
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 | 5.4 | 29.22 |
| Small Cap | 11.42 | - |
| Large Cap | 13.25 | 11.45 |
| Mid Cap | 69.94 | 59.32 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 1 | 26.79 |
| Financial Services | 22.72 | 6.18 |
| Consumer Cyclical | 16.22 | 1.36 |
| Basic Materials | 13.04 | 8.78 |
| Healthcare | 12.06 | 11.2 |
| Technology | 12.72 | 6.93 |
| Real Estate | 2.21 | 0.88 |
| Energy | 2 | 5.79 |
| Industrials | 15.37 | 16.14 |
| Communication Services | 2.23 | 8.62 |
| Consumer Defensive | 0.44 | 5.14 |
| Utilities | - | 2.18 |
Top Comparisons
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.9%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.9%
HDFC Small Cap Fund Regular Growth
3Y Returns19.59%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns22.64%
Kotak Savings Fund -Growth
3Y Returns6.87%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.21%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.4%
