Mirae Asset Midcap Fund vs Kotak Emerging Equity Scheme compare

Mirae Asset Midcap Fund vs Kotak Emerging Equity Scheme compare

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Kotak Midcap Fund - Growth

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Mirae Asset Midcap Fund - Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Fund	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹57375 Cr	₹17031 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 Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Month	-0.75%	-2.61%
6 Month	18.34%	18.38%
1 Year	5.22%	0.91%
3 Year	21.37%	18.38%
5 Year	28.09%	26.27%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
6 Month	8.02%	6.67%
1 Year	12.22%	9.86%
3 Year	21.59%	17.53%
5 Year	21.88%	19.01%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Year	13.21%	23.67%
3 Year	19.2%	24.09%
5 Year	17.86%	28.69%

Risk Management

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Standard Deviation	15.09%	15.80%
Sharp	1.03%	0.81%
Beta	0.86%	0.95%
Alpha	0.55%	-3.82%

Fund Managers

Scheme Name	Kotak Midcap Fund - 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 Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option

Market Cap

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Others	2.36	3.07
Small Cap	13.15	18.84
Large Cap	13.82	9.14
Mid Cap	70.67	68.95

Sector Allocation

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Others	2.04	2.05
Financial Services	14.16	21.31
Consumer Cyclical	19.67	16.62
Healthcare	11.61	12.35
Technology	14.44	7.7
Real Estate	2.28	3.29
Energy	2.94	1.13
Industrials	15.49	16.82
Basic Materials	13.84	9.15
Communication Services	2.32	3.91
Consumer Defensive	1.21	2.38
Utilities	-	3.27

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