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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) | ₹60637 Cr | ₹36880 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 | -2.16% | -5.92% |
| 6 Month | -3.44% | -9.68% |
| 1 Year | 9.13% | -2.59% |
| 3 Year | 21.4% | 22.92% |
| 5 Year | 21.38% | 25.79% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.17% | -3.08% |
| 1 Year | 11.56% | 0.21% |
| 3 Year | 15.85% | 15.03% |
| 5 Year | 17.83% | 21.39% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.48% | 16.44% |
| 3 Year | 19.75% | 20.95% |
| 5 Year | 18.07% | 14.91% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.04% | 17.87% |
| Sharp | 0.94% | 0.99% |
| Beta | 0.89% | 0.91% |
| Alpha | -0.41% | 2.65% |
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 | 5.4 | 25.31 |
| Small Cap | 11.42 | - |
| Large Cap | 13.25 | 16.18 |
| Mid Cap | 69.94 | 58.51 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 1 | 16.4 |
| Financial Services | 22.72 | 10.65 |
| Consumer Cyclical | 16.22 | 15.12 |
| Basic Materials | 13.04 | - |
| Healthcare | 12.06 | 0.85 |
| Technology | 12.72 | 34.62 |
| Real Estate | 2.21 | 2.38 |
| Energy | 2 | - |
| Industrials | 15.37 | 10.84 |
| Communication Services | 2.23 | 9.14 |
| Consumer Defensive | 0.44 | - |
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