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Kotak Emerging Equity Scheme vs Tata Mid Cap Growth Fund Regular Plan compare
Kotak Midcap Fund - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹60637 Cr | ₹5497 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 Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -6.59% | -5.14% |
| 6 Month | -6.66% | -2.17% |
| 1 Year | 2.59% | 6% |
| 3 Year | 19.48% | 20.77% |
| 5 Year | 20.18% | 19% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -6.52% | -2.36% |
| 1 Year | -3.17% | 3.8% |
| 3 Year | 11.72% | 12.09% |
| 5 Year | 15.69% | 15.75% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 12.48% | 15.58% |
| 3 Year | 19.75% | 17.72% |
| 5 Year | 18.07% | 17.53% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.05% |
| Sharp | 0.99% | 1.07% |
| Beta | 0.88% | 0.89% |
| Alpha | -0.38% | 0.03% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Satish Chandra Mishra |
| Total AUM | ₹139411 Cr | ₹13117 Cr |
| Funds Managed | 11 | 5 |
| Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 5.4 | 10.25 |
| Small Cap | 11.42 | 11.15 |
| Large Cap | 13.25 | 7.15 |
| Mid Cap | 69.94 | 71.45 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1 | 4.12 |
| Financial Services | 22.72 | 21.11 |
| Consumer Cyclical | 16.22 | 14.13 |
| Basic Materials | 13.04 | 11.3 |
| Healthcare | 12.06 | 14.49 |
| Technology | 12.72 | 7.66 |
| Real Estate | 2.21 | 2.53 |
| Energy | 2 | 1.63 |
| Industrials | 15.37 | 13.74 |
| Communication Services | 2.23 | 3.6 |
| Consumer Defensive | 0.44 | 3.94 |
| Utilities | - | 1.75 |
Top Comparisons
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