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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) | ₹60385 Cr | ₹5283 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 | -1.44% | 2.16% |
| 6 Month | 6.22% | 8.79% |
| 1 Year | 4.46% | 5.62% |
| 3 Year | 21.19% | 21.31% |
| 5 Year | 23.8% | 21.89% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.71% | 4.3% |
| 1 Year | 15.07% | 19.02% |
| 3 Year | 19.05% | 18.03% |
| 5 Year | 19.82% | 18.93% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 12.75% | 15.89% |
| 3 Year | 19.65% | 17.56% |
| 5 Year | 18.02% | 17.47% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.05% |
| Sharp | 1.03% | 1.01% |
| Beta | 0.88% | 0.9% |
| Alpha | 0.41% | -0.72% |
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 | 3.26 | 7.02 |
| Small Cap | 13.72 | 13.42 |
| Large Cap | 13.22 | 8.76 |
| Mid Cap | 69.8 | 70.8 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1.32 | 5.15 |
| Financial Services | 19.77 | 18.39 |
| Consumer Cyclical | 16.43 | 12.88 |
| Basic Materials | 13.45 | 11.93 |
| Healthcare | 11.76 | 14.69 |
| Technology | 12.78 | 4.87 |
| Real Estate | 2.36 | 3.28 |
| Energy | 3.01 | 1.62 |
| Industrials | 15.82 | 18.83 |
| Communication Services | 2.28 | 3.27 |
| Consumer Defensive | 1.02 | 3.15 |
| Utilities | - | 1.94 |
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