Nippon India Growth Fund vs Kotak Emerging Equity Scheme compare

Nippon India Growth Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

Kotak Midcap Fund - Growth

Invest Now

Nippon India Growth Mid Cap Fund-Growth 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	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Fund	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹58300 Cr	₹39329 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹100
Launch Date	30 Mar 2007	08 Oct 1995
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	2.88%	69%
Expense Ratio	1.44	1.59
Manager	Harsha Upadhyaya	Kinjal Desai
ISIN Code	INF174K01DS9	INF204K01323
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	Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Month	-1.13%	1.19%
6 Month	14.42%	12.7%
1 Year	4.75%	4.85%
3 Year	21.37%	25.17%
5 Year	26.12%	28.24%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
6 Month	1.29%	2.45%
1 Year	15.42%	16.02%
3 Year	19.59%	21.21%
5 Year	19.95%	22.44%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Year	12.97%	21.4%
3 Year	19.31%	19.53%
5 Year	17.93%	18.57%

Risk Management

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation	15.01%	15.48%
Sharp	0.98%	1.12%
Beta	0.88%	0.96%
Alpha	0.40%	1.83%

Fund Managers

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Name	Harsha Upadhyaya	Kinjal Desai
Total AUM	₹139411 Cr	₹81302 Cr
Funds Managed	11	16
	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

Market Cap

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Others	3.45	5.36
Small Cap	14.03	11
Large Cap	13.54	18.12
Mid Cap	68.98	65.52

Sector Allocation

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Others	1.88	3.08
Financial Services	18.65	23.64
Consumer Cyclical	17.46	20.38
Basic Materials	13.62	5.14
Healthcare	11.6	11.49
Technology	12.76	6.2
Real Estate	2.17	1.43
Energy	2.93	0.97
Industrials	15.78	16.25
Communication Services	2.08	2.93
Consumer Defensive	1.07	2.85
Utilities	-	5.65

Top Comparisons

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.52%

VS

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns17.44%

Compare Now

ICICI Prudential Constant Maturity Gilt Fund - Growth

3Y Returns8.39%

VS

BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth

3Y Returns8.39%

Compare Now

HDFC Small Cap Fund Regular Growth

3Y Returns22.23%

VS

Bandhan Small Cap Fund Regular Growth

3Y Returns31.1%

Compare Now

Sundaram Liquid Fund (G)

3Y Returns6.93%

VS

Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.99%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully