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Mahindra Manulife Mid Cap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹49092 Cr | ₹3326 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 30 Jan 2018 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 116% |
| Expense Ratio | 1.44 | 1.88 |
| Manager | Harsha Upadhyaya | Abhinav Khandelwal |
| ISIN Code | INF174K01DS9 | INF174V01473 |
| 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 | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 8.39% | 7.62% |
| 6 Month | -1.43% | 0.56% |
| 1 Year | 14.13% | 8.96% |
| 3 Year | 24.27% | 27.67% |
| 5 Year | 31.96% | 31.48% |
SIP Return Analysis
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.33% | -0.59% |
| 1 Year | -8.91% | -8.97% |
| 3 Year | 17.47% | 20.57% |
| 5 Year | 20.49% | 22.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.66% | 18.34% |
| 3 Year | 19.04% | 24.82% |
| 5 Year | 17.67% | 23.92% |
Risk Management
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.958% | 16.816% |
| Sharp | 0.648% | 0.771% |
| Beta | 0.86% | 0.943% |
| Alpha | -0.958% | 0.577% |
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Fund Managers
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Abhinav Khandelwal |
| Total AUM | ₹139411 Cr | ₹5522 Cr |
| Funds Managed | 11 | 5 |
| Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.56 | 4.06 |
| Small Cap | 16.88 | 12.81 |
| Mid Cap | 67.78 | 65.42 |
| Large Cap | 11.78 | 17.71 |
Sector Allocation
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.56 | 4.06 |
| Financial Services | 11.42 | 20.71 |
| Consumer Cyclical | 15.6 | 14.49 |
| Healthcare | 10.73 | 9.97 |
| Technology | 16.21 | 7.71 |
| Real Estate | 2.96 | 1.21 |
| Energy | 3.08 | 4.38 |
| Utilities | 0.82 | 1.73 |
| Basic Materials | 15.17 | 10.46 |
| Industrials | 17.04 | 14.71 |
| Communication Services | 2.01 | 3.26 |
| Consumer Defensive | 1.39 | 7.3 |
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