Nippon India Growth Fund vs Kotak Emerging Equity Scheme compare
                                 Kotak Midcap Fund - Growth
                                Kotak Midcap Fund - Growth
                            
                                 Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
                                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) | ₹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 | 3.55% | 4.3% | 
| 6 Month | 15.72% | 11.42% | 
| 1 Year | 6.96% | 6.04% | 
| 3 Year | 22.87% | 25.74% | 
| 5 Year | 27.44% | 29.72% | 
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | 
|---|---|---|
| 6 Month | 2.88% | 2.79% | 
| 1 Year | 17.6% | 15.92% | 
| 3 Year | 21.28% | 22.66% | 
| 5 Year | 21.28% | 23.56% | 
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 | 15.02% | 15.44% | 
| Sharp | 0.94% | 1.07% | 
| Beta | 0.86% | 0.93% | 
| Alpha | 0.66% | 1.89% | 
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 | 
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