Kotak Emerging Equity Scheme vs SBI Magnum Midcap Fund compare

Kotak Emerging Equity Scheme vs SBI Magnum Midcap Fund compare

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Kotak Midcap Fund - Growth

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SBI Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	-1.34%	-0.65%
6 Month	-1.1%	-2.74%
1 Year	7.06%	2.66%
3 Year	20.85%	17.1%
5 Year	20.8%	19.04%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	SBI Midcap Fund - Regular Plan - Growth
6 Month	-0.91%	1.49%
1 Year	10.24%	4.95%
3 Year	15.85%	9.85%
5 Year	17.7%	13.78%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	SBI Midcap Fund - Regular Plan - Growth
1 Year	12.51%	15.19%
3 Year	19.72%	16.39%
5 Year	18.07%	17.23%

Risk Management

Scheme Name	Kotak Midcap Fund - Growth	SBI Midcap Fund - Regular Plan - Growth
Standard Deviation	12.22%	11.63%
Sharp	0.99%	0.87%
Beta	0.88%	0.78%
Alpha	-0.38%	-2.2%

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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