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Motilal Oswal Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
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 | -0.39% | -0.51% |
| 6 Month | 11.78% | 5.18% |
| 1 Year | 6.23% | -0.34% |
| 3 Year | 21.61% | 26.33% |
| 5 Year | 26.09% | 31.62% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.29% | 0.48% |
| 1 Year | 15.42% | 6.64% |
| 3 Year | 19.59% | 22.01% |
| 5 Year | 19.95% | 25.44% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.81% | 16.93% |
| 3 Year | 19.58% | 20.71% |
| 5 Year | 18% | 14.75% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.01% | 17.71% |
| Sharp | 0.98% | 1.02% |
| Beta | 0.88% | 0.91% |
| Alpha | 0.40% | 3.53% |
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 | 22.09 |
| Small Cap | 14.03 | - |
| Large Cap | 13.54 | 20.22 |
| Mid Cap | 68.98 | 57.68 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 1.88 | 12.78 |
| Financial Services | 18.65 | 3.46 |
| Consumer Cyclical | 17.46 | 22.89 |
| Basic Materials | 13.62 | - |
| Healthcare | 11.6 | 1.61 |
| Technology | 12.76 | 40.62 |
| Real Estate | 2.17 | 2.56 |
| Energy | 2.93 | - |
| Industrials | 15.78 | 12.61 |
| Communication Services | 2.08 | 3.47 |
| Consumer Defensive | 1.07 | - |
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