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SBI Magnum Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
SBI Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹56988 Cr | ₹22012 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 29 Mar 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 10% |
| Expense Ratio | 1.44 | 1.67 |
| Manager | Harsha Upadhyaya | Pradeep Kesavan |
| ISIN Code | INF174K01DS9 | INF200K01560 |
| 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 | SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.28% | 2.55% |
| 6 Month | 23.34% | 9.19% |
| 1 Year | 1.91% | -6.54% |
| 3 Year | 20.26% | 13.76% |
| 5 Year | 28.03% | 25.82% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.78% | 0.02% |
| 1 Year | 17.48% | 1.59% |
| 3 Year | 22.14% | 12.96% |
| 5 Year | 21.86% | 16.65% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.21% | 15.86% |
| 3 Year | 19.2% | 16.51% |
| 5 Year | 17.86% | 16.65% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.11% | 11.63% |
| Sharp | 0.89% | 0.67% |
| Beta | 0.86% | 0.78% |
| Alpha | 0.68% | -3.22% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Pradeep Kesavan |
| Total AUM | ₹139411 Cr | ₹434274 Cr |
| Funds Managed | 11 | 43 |
| Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.36 | 8.69 |
| Small Cap | 13.15 | 14.13 |
| Large Cap | 13.82 | 6.75 |
| Mid Cap | 70.67 | 70.43 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.04 | 5.06 |
| Financial Services | 14.16 | 25.19 |
| Consumer Cyclical | 19.67 | 17.47 |
| Healthcare | 11.61 | 9.95 |
| Technology | 14.44 | 4.75 |
| Real Estate | 2.28 | 4.48 |
| Energy | 2.94 | 1.39 |
| Industrials | 15.49 | 11.51 |
| Basic Materials | 13.84 | 11.77 |
| Communication Services | 2.32 | 1.61 |
| Consumer Defensive | 1.21 | 4.09 |
| Utilities | - | 2.73 |
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