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Nippon India Growth Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
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) | ₹57102 Cr | ₹39066 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 | -0.75% | -1.38% |
| 6 Month | 18.34% | 17.08% |
| 1 Year | 5.22% | 4.57% |
| 3 Year | 21.37% | 24.63% |
| 5 Year | 28.09% | 29.23% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 8.02% | 5.58% |
| 1 Year | 12.22% | 8.45% |
| 3 Year | 21.59% | 22.88% |
| 5 Year | 21.88% | 23.97% |
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 | 15.09% | 15.51% |
| Sharp | 1.03% | 1.19% |
| Beta | 0.86% | 0.93% |
| Alpha | 0.55% | 2.20% |
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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