Mirae Asset Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹15461 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 29 Jul 2019 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 2.88% | 34% |
Expense Ratio | 1.44 | 1.67 |
Manager | Harsha Upadhyaya | Ankit Jain |
ISIN Code | INF174K01DS9 | INF769K01EY2 |
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 | Mirae Asset Midcap 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 | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Month | 6.4% | 6.65% |
6 Month | -3.26% | -2.62% |
1 Year | 6.81% | 3.4% |
3 Year | 26.47% | 23.67% |
5 Year | 30.82% | 29.93% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | 11.65% | 12.39% |
1 Year | 10.22% | 9.74% |
3 Year | 23.06% | 19.5% |
5 Year | 23.31% | 20.83% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Year | 13.5% | 24.42% |
3 Year | 18.9% | 24.28% |
5 Year | 17.75% | 27.33% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 15.958% | 15.754% |
Sharp | 0.648% | 0.606% |
Beta | 0.86% | 0.932% |
Alpha | -0.958% | -4.489% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Ankit Jain |
Total AUM | ₹139411 Cr | ₹47966 Cr |
Funds Managed | 11 | 4 |
Kotak Emerging Equity Scheme - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 3.56 | 0.78 |
Small Cap | 16.88 | 23.96 |
Mid Cap | 67.78 | 66.44 |
Large Cap | 11.78 | 8.82 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 3.56 | 0.78 |
Financial Services | 11.42 | 20.31 |
Consumer Cyclical | 15.6 | 16.56 |
Healthcare | 10.73 | 12.05 |
Technology | 16.21 | 8.92 |
Real Estate | 2.96 | 3.07 |
Energy | 3.08 | 2.07 |
Utilities | 0.82 | 4.09 |
Basic Materials | 15.17 | 9.58 |
Industrials | 17.04 | 15.44 |
Communication Services | 2.01 | 3.83 |
Consumer Defensive | 1.39 | 3.28 |
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