Kotak Emerging Equity Scheme vs Tata Mid Cap Growth Fund Regular Plan compare
Kotak Emerging Equity Scheme - Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹4354 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 2.88% | 69.98% |
Expense Ratio | 1.44 | 1.87 |
Manager | Harsha Upadhyaya | Satish Chandra Mishra |
ISIN Code | INF174K01DS9 | INF277K01626 |
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 | Tata Mid Cap Growth 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 Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 8.05% | 5.59% |
6 Month | -8.46% | -8.53% |
1 Year | 11.26% | 3.93% |
3 Year | 20.55% | 20.67% |
5 Year | 30.63% | 27.62% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -1.33% | -0.73% |
1 Year | -8.91% | -11.1% |
3 Year | 17.47% | 16.27% |
5 Year | 20.49% | 18.84% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 13.66% | 17.53% |
3 Year | 19.04% | 16.61% |
5 Year | 17.67% | 17.03% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.958% | 13.05% |
Sharp | 0.648% | 0.78% |
Beta | 0.86% | 0.91% |
Alpha | -0.958% | -1.76% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Satish Chandra Mishra |
Total AUM | ₹139411 Cr | ₹13117 Cr |
Funds Managed | 11 | 5 |
Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.56 | 7.34 |
Small Cap | 16.88 | 17.19 |
Mid Cap | 67.78 | 67.05 |
Large Cap | 11.78 | 8.42 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.56 | 7.34 |
Financial Services | 11.42 | - |
Consumer Cyclical | 15.6 | - |
Healthcare | 10.73 | - |
Technology | 16.21 | - |
Real Estate | 2.96 | - |
Energy | 3.08 | - |
Utilities | 0.82 | - |
Basic Materials | 15.17 | - |
Industrials | 17.04 | - |
Communication Services | 2.01 | - |
Consumer Defensive | 1.39 | - |
Fertilizers & Agrochemicals | - | 3.25 |
Industrial Products | - | 6.41 |
Cement & Cement Products | - | 3.63 |
Healthcare Services | - | 1.77 |
Chemicals & Petrochemicals | - | 1.9 |
Pharmaceuticals & Biotechnology | - | 12.9 |
Banks | - | 6.61 |
Realty | - | 4.46 |
Petroleum Products | - | 1.5 |
Finance | - | 6.47 |
Telecom - Services | - | 3.14 |
Electrical Equipment | - | 2.37 |
Insurance | - | 5.92 |
Construction | - | 2.03 |
Gas | - | 2.11 |
Agricultural, Commercial & Construction Vehicles | - | 1.11 |
Consumer Durables | - | 2.67 |
IT - Software | - | 4.45 |
Aerospace & Defense | - | 1.11 |
Auto Components | - | 5.71 |
Leisure Services | - | 3.68 |
Diversified | - | 0.67 |
Agricultural Food & other Products | - | 1.13 |
Transport Infrastructure | - | 3.43 |
Textiles & Apparels | - | 1.99 |
Transport Services | - | 0.45 |
Power | - | 0.69 |
Commercial Services & Supplies | - | 1.1 |
Top Comparisons
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns22.56%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.7%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns17.35%
Quant ESG Equity Fund Regular - Growth
3Y Returns16.41%
Kotak Flexicap Fund - Growth
3Y Returns17.69%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns23.62%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns18.18%
Quant Large and Mid Cap Fund-Growth
3Y Returns18.85%