Mirae Asset Midcap Fund vs Kotak Emerging Equity Scheme compare

Mirae Asset Midcap Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

Kotak Midcap Fund - Growth

Invest Now

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Invest Now

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)	₹60637 Cr	₹18409 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	-5.05%	-4.05%
6 Month	-5.3%	-0.75%
1 Year	6.25%	12.06%
3 Year	19.91%	19.32%
5 Year	20.52%	19.69%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
6 Month	-6.52%	-3.78%
1 Year	-3.17%	4.5%
3 Year	11.72%	12.42%
5 Year	15.69%	15.38%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Year	12.48%	20.42%
3 Year	19.75%	23.38%
5 Year	18.07%	26.55%

Risk Management

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Standard Deviation	12.22%	13.73%
Sharp	0.99%	0.91%
Beta	0.88%	0.98%
Alpha	-0.38%	-2.76%

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	5.4	7.98
Small Cap	11.42	16.75
Large Cap	13.25	12.52
Mid Cap	69.94	62.75

Sector Allocation

Scheme Name	Kotak Midcap Fund - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Others	1	2.56
Financial Services	22.72	22.83
Consumer Cyclical	16.22	18.88
Basic Materials	13.04	8.73
Healthcare	12.06	12.94
Technology	12.72	6.81
Real Estate	2.21	3.42
Energy	2	1.04
Industrials	15.37	14.04
Communication Services	2.23	3.54
Consumer Defensive	0.44	1.95
Utilities	-	3.28

Top Comparisons

Franklin India Banking & PSU Debt Fund - Growth

3Y Returns7.29%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.12%

Compare Now

ITI Ultra Short Duration Fund Regular - Growth

3Y Returns6.29%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.92%

Compare Now

Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns11.79%

Compare Now

Kotak Floating Rate Fund-Regular Plan-Growth Option

3Y Returns7.77%

VS

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

3Y Returns7.56%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully