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Kotak Emerging Equity Scheme vs SBI Magnum Midcap Fund compare
Kotak Midcap Fund - Growth
SBI Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹60480 Cr | ₹23360 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 29 Mar 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 10% |
| Expense Ratio | 1.44 | 1.67 |
| Manager | Harsha Upadhyaya | Pradeep Kesavan |
| ISIN Code | INF174K01DS9 | INF200K01560 |
| 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 | SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.18% | -1.03% |
| 6 Month | 0.62% | -1.62% |
| 1 Year | 1.84% | - |
| 3 Year | 21.73% | 17.71% |
| 5 Year | 22.88% | 20.86% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.15% | 1.91% |
| 1 Year | 13.28% | 6.65% |
| 3 Year | 17.43% | 11.18% |
| 5 Year | 18.88% | 14.84% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.58% | 15.28% |
| 3 Year | 19.7% | 16.32% |
| 5 Year | 18.04% | 17.15% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.08% | 13.14% |
| Sharp | 0.92% | 0.76% |
| Beta | 0.88% | 0.78% |
| Alpha | -0.28% | -2.61% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Pradeep Kesavan |
| Total AUM | ₹139411 Cr | ₹434274 Cr |
| Funds Managed | 11 | 43 |
| Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.73 | 10.96 |
| Small Cap | 13.36 | 12.31 |
| Large Cap | 12.57 | 6.41 |
| Mid Cap | 69.34 | 70.32 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.09 | 3.87 |
| Financial Services | 20.28 | 27.05 |
| Consumer Cyclical | 15.98 | 15.85 |
| Basic Materials | 13.22 | 10.98 |
| Healthcare | 12.17 | 6.74 |
| Technology | 13.23 | 4.75 |
| Real Estate | 2.18 | 4.57 |
| Energy | 2.69 | 1.96 |
| Industrials | 15.19 | 13.3 |
| Communication Services | 2.17 | 1.72 |
| Consumer Defensive | 0.8 | 4.27 |
| Utilities | - | 4.93 |
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