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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) | ₹60385 Cr | ₹18112 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 | -2.89% | -1.51% |
| 6 Month | -0.15% | 4.14% |
| 1 Year | -2.62% | 2.84% |
| 3 Year | 19.68% | 19.27% |
| 5 Year | 22.6% | 22.41% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.38% | 4.15% |
| 1 Year | 12.98% | 24.21% |
| 3 Year | 17.79% | 18.44% |
| 5 Year | 18.85% | 18.56% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.7% | 21.33% |
| 3 Year | 19.67% | 23.54% |
| 5 Year | 18.03% | 26.91% |
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 | 3.26 | 4.69 |
| Small Cap | 13.72 | 18.57 |
| Large Cap | 13.22 | 12.3 |
| Mid Cap | 69.8 | 64.43 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Others | 1.28 | 3.22 |
| Financial Services | 19.77 | 23.19 |
| Consumer Cyclical | 16.43 | 17.65 |
| Basic Materials | 13.45 | 8.05 |
| Healthcare | 11.8 | 11.98 |
| Technology | 12.78 | 7.35 |
| Real Estate | 2.36 | 4.11 |
| Energy | 3.01 | 1.31 |
| Industrials | 15.82 | 13.39 |
| Communication Services | 2.28 | 4.05 |
| Consumer Defensive | 1.02 | 2.26 |
| Utilities | - | 3.42 |
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