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Tata Mid Cap Growth Fund Regular Plan vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹58300 Cr | ₹5043 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 69.98% |
| Expense Ratio | 1.44 | 1.87 |
| Manager | Harsha Upadhyaya | Satish Chandra Mishra |
| ISIN Code | INF174K01DS9 | INF277K01626 |
| 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 | Tata Mid Cap Growth 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 | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 3.55% | 4.61% |
| 6 Month | 15.72% | 10.99% |
| 1 Year | 6.96% | 2.91% |
| 3 Year | 22.87% | 21.78% |
| 5 Year | 27.44% | 24.4% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.88% | 2.08% |
| 1 Year | 17.6% | 12.6% |
| 3 Year | 21.28% | 17.49% |
| 5 Year | 21.28% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 12.97% | 16.23% |
| 3 Year | 19.31% | 17.31% |
| 5 Year | 17.93% | 17.35% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.02% | 13.05% |
| Sharp | 0.94% | 0.96% |
| Beta | 0.86% | 0.9% |
| Alpha | 0.66% | -0.61% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Satish Chandra Mishra |
| Total AUM | ₹139411 Cr | ₹13117 Cr |
| Funds Managed | 11 | 5 |
| Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.45 | 5.89 |
| Small Cap | 14.03 | 14.88 |
| Large Cap | 13.54 | 8.73 |
| Mid Cap | 68.98 | 70.5 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1.88 | 4.66 |
| Financial Services | 18.65 | 16.6 |
| Consumer Cyclical | 17.46 | 13.75 |
| Basic Materials | 13.62 | 11.95 |
| Healthcare | 11.6 | 14.95 |
| Technology | 12.76 | 4.69 |
| Real Estate | 2.17 | 3.8 |
| Energy | 2.93 | 1.58 |
| Industrials | 15.78 | 19.77 |
| Communication Services | 2.08 | 3.11 |
| Consumer Defensive | 1.07 | 3.17 |
| Utilities | - | 1.97 |
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