Nippon India Growth Fund vs Kotak Emerging Equity Scheme compare

Nippon India Growth Fund vs Kotak Emerging Equity Scheme compare

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Kotak Midcap Fund - Growth

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Nippon India Growth Mid Cap Fund-Growth 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	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)	₹57375 Cr	₹38581 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	1.95%	2.44%
6 Month	22.61%	19.86%
1 Year	2.85%	1.21%
3 Year	20.37%	23.56%
5 Year	28.01%	29.41%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
6 Month	7.86%	4.99%
1 Year	14.19%	9.36%
3 Year	21.29%	21.94%
5 Year	21.49%	23.36%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Year	13.21%	21.67%
3 Year	19.2%	19.44%
5 Year	17.86%	18.51%

Risk Management

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation	15.11%	15.50%
Sharp	0.89%	1.03%
Beta	0.86%	0.93%
Alpha	0.68%	2.21%

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	2.36	3.4
Small Cap	13.15	11.83
Large Cap	13.82	18.27
Mid Cap	70.67	66.5

Sector Allocation

Scheme Name	Kotak Midcap Fund - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Others	2.04	1.34
Financial Services	14.16	24.2
Consumer Cyclical	19.67	20.56
Healthcare	11.61	11.74
Technology	14.44	6.59
Real Estate	2.28	1.57
Energy	2.94	0.93
Industrials	15.49	15.66
Basic Materials	13.84	5.41
Communication Services	2.32	3.17
Consumer Defensive	1.21	3.09
Utilities	-	5.73

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