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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) | ₹56988 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 | 3.08% | 1.24% |
| 6 Month | 25.5% | 10.19% |
| 1 Year | 2.17% | -13.73% |
| 3 Year | 21.5% | 16.49% |
| 5 Year | 26.93% | 27.16% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 6.78% | -1.56% |
| 1 Year | 17.48% | -3.09% |
| 3 Year | 22.14% | 10.96% |
| 5 Year | 21.86% | 17.71% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.21% | 12.16% |
| 3 Year | 19.2% | 11.85% |
| 5 Year | 17.86% | 10.64% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.11% | 17.376% |
| Sharp | 0.89% | 0.838% |
| Beta | 0.86% | 0.924% |
| Alpha | 0.68% | 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 | 3.51 | 20.88 |
| Small Cap | 13.93 | - |
| Large Cap | 13.92 | 15.02 |
| Mid Cap | 68.63 | 64.1 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.22 | 18.77 |
| Financial Services | 16.66 | 3.9 |
| Consumer Cyclical | 18.06 | 0.45 |
| Basic Materials | 13.34 | 9.36 |
| Healthcare | 11.76 | 10.44 |
| Technology | 14.13 | 6.62 |
| Real Estate | 2.26 | - |
| Energy | 2.64 | 11.55 |
| Industrials | 15.5 | 15.01 |
| Communication Services | 2.25 | 10.08 |
| Consumer Defensive | 1.17 | 11.7 |
| Utilities | - | 2.1 |
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