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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) | ₹58300 Cr | ₹22209 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 | 1.52% | 2.87% |
| 6 Month | 15.73% | 4.95% |
| 1 Year | 6.99% | -0.5% |
| 3 Year | 22.01% | 15.92% |
| 5 Year | 27.11% | 25.1% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.73% | -1.31% |
| 1 Year | 15.16% | 0.64% |
| 3 Year | 19.87% | 10.73% |
| 5 Year | 20.21% | 14.68% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.97% | 15.53% |
| 3 Year | 19.31% | 16.37% |
| 5 Year | 17.93% | 16.75% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.01% | 11.63% |
| Sharp | 0.98% | 0.68% |
| Beta | 0.88% | 0.78% |
| Alpha | 0.40% | -3.57% |
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 | 3.45 | 11.51 |
| Small Cap | 14.03 | 16.64 |
| Large Cap | 13.54 | 6.8 |
| Mid Cap | 68.98 | 65.05 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.88 | 6.32 |
| Financial Services | 18.65 | 25.65 |
| Consumer Cyclical | 17.46 | 18.1 |
| Basic Materials | 13.62 | 11.85 |
| Healthcare | 11.6 | 8.66 |
| Technology | 12.76 | 3.65 |
| Real Estate | 2.17 | 4.48 |
| Energy | 2.93 | 1.5 |
| Industrials | 15.78 | 11.3 |
| Communication Services | 2.08 | 1.54 |
| Consumer Defensive | 1.07 | 4.37 |
| Utilities | - | 2.58 |
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