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) | ₹60480 Cr | ₹42042 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 | -3.22% | -3.22% |
| 6 Month | 1.05% | 1.35% |
| 1 Year | -1.8% | -1% |
| 3 Year | 20.28% | 23.44% |
| 5 Year | 22.28% | 24.36% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | -0.7% | 0.6% |
| 1 Year | 13.77% | 14.61% |
| 3 Year | 17.82% | 19.44% |
| 5 Year | 18.83% | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 12.7% | 22.64% |
| 3 Year | 19.67% | 20.87% |
| 5 Year | 18.03% | 17.69% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.98% |
| Sharp | 0.98% | 1.13% |
| Beta | 0.88% | 0.96% |
| Alpha | -0.24% | 1.14% |
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 | 4.73 | 5.05 |
| Small Cap | 13.36 | 10.48 |
| Large Cap | 12.57 | 17.52 |
| Mid Cap | 69.34 | 66.96 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 2.09 | 1.92 |
| Financial Services | 20.28 | 25.28 |
| Consumer Cyclical | 15.98 | 19.43 |
| Basic Materials | 13.22 | 4.63 |
| Healthcare | 12.17 | 11.41 |
| Technology | 13.23 | 7.03 |
| Real Estate | 2.18 | 1.49 |
| Energy | 2.69 | 0.93 |
| Industrials | 15.19 | 15.62 |
| Communication Services | 2.17 | 3.3 |
| Consumer Defensive | 0.8 | 3.44 |
| Utilities | - | 5.51 |
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