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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) | ₹57375 Cr | ₹4984 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 | 0.98% | -1.43% |
| 6 Month | 18.58% | 13.8% |
| 1 Year | 5.15% | -2% |
| 3 Year | 22.09% | 20.63% |
| 5 Year | 27.83% | 24.68% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 8.02% | 4.12% |
| 1 Year | 12.22% | 4.1% |
| 3 Year | 21.59% | 17.43% |
| 5 Year | 21.88% | 18.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.21% | 16.58% |
| 3 Year | 19.2% | 17.11% |
| 5 Year | 17.86% | 17.28% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.09% | 13.05% |
| Sharp | 1.03% | 1.05% |
| Beta | 0.86% | 0.9% |
| Alpha | 0.55% | -1.2% |
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 | 2.36 | 5.6 |
| Small Cap | 13.15 | 15.99 |
| Large Cap | 13.82 | 8.59 |
| Mid Cap | 70.67 | 69.81 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.04 | 5.6 |
| Financial Services | 14.16 | 16.26 |
| Consumer Cyclical | 19.67 | 13.37 |
| Healthcare | 11.61 | 14.69 |
| Technology | 14.44 | 4.09 |
| Real Estate | 2.28 | 3.98 |
| Energy | 2.94 | 1.51 |
| Industrials | 15.49 | 19.74 |
| Basic Materials | 13.84 | 13.11 |
| Communication Services | 2.32 | 3.26 |
| Consumer Defensive | 1.21 | 2.39 |
| Utilities | - | 2 |
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