Motilal Oswal Midcap Fund vs Kotak Emerging Equity Scheme compare

Motilal Oswal Midcap Fund vs Kotak Emerging Equity Scheme compare

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Kotak Midcap Fund - Growth

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Motilal Oswal 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	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹58300 Cr	₹34749 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	30 Mar 2007	24 Feb 2014
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	2.88%	120%
Expense Ratio	1.44	1.58
Manager	Harsha Upadhyaya	Rakesh Shetty
ISIN Code	INF174K01DS9	INF247L01411
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	Motilal Oswal Midcap Fund - 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	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month	1.62%	4.06%
6 Month	14.66%	9.95%
1 Year	6.2%	1.03%
3 Year	21.98%	25.69%
5 Year	27.19%	32.77%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month	1.32%	-2%
1 Year	14.14%	0.23%
3 Year	19.37%	20.41%
5 Year	20%	24.75%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year	12.97%	17.24%
3 Year	19.31%	20.42%
5 Year	17.93%	14.63%

Risk Management

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation	15.02%	17.60%
Sharp	0.94%	0.95%
Beta	0.86%	0.89%
Alpha	0.66%	2.81%

Fund Managers

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name	Harsha Upadhyaya	Rakesh Shetty
Total AUM	₹139411 Cr	₹33886 Cr
Funds Managed	11	19
	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Market Cap

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	3.45	18.03
Small Cap	14.03	-
Large Cap	13.54	22.7
Mid Cap	68.98	59.27

Sector Allocation

Scheme Name	Kotak Midcap Fund - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	1.88	8.99
Financial Services	18.65	3.15
Consumer Cyclical	17.46	23.94
Basic Materials	13.62	-
Healthcare	11.6	1.69
Technology	12.76	39.79
Real Estate	2.17	2.39
Energy	2.93	-
Industrials	15.78	16.82
Communication Services	2.08	3.22
Consumer Defensive	1.07	-

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