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Mirae Asset Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Chart Comparison
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) | ₹60480 Cr | ₹18380 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | 0.64% | 0.16% |
| 6 Month | 2.2% | 5.98% |
| 1 Year | 2.41% | 8.28% |
| 3 Year | 22.54% | 21.68% |
| 5 Year | 23.03% | 22.4% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -1.83% | 1.48% |
| 1 Year | 10.09% | 19.02% |
| 3 Year | 17.21% | 17.6% |
| 5 Year | 18.78% | 18.28% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.58% | 20.97% |
| 3 Year | 19.7% | 23.52% |
| 5 Year | 18.04% | 26.76% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 15.81% |
| Sharp | 0.98% | 0.84% |
| Beta | 0.88% | 0.98% |
| Alpha | -0.24% | -2.48% |
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 | 4.73 | 5.22 |
| Small Cap | 13.36 | 18.67 |
| Large Cap | 12.57 | 12.11 |
| Mid Cap | 69.34 | 63.99 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Others | 2.09 | 1.89 |
| Financial Services | 20.28 | 24.18 |
| Consumer Cyclical | 15.98 | 17.19 |
| Basic Materials | 13.22 | 8.35 |
| Healthcare | 12.17 | 12.41 |
| Technology | 13.23 | 7.44 |
| Real Estate | 2.18 | 3.68 |
| Energy | 2.69 | 1.24 |
| Industrials | 15.19 | 14.2 |
| Communication Services | 2.17 | 3.99 |
| Consumer Defensive | 0.8 | 2.19 |
| Utilities | - | 3.22 |
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