Tata Mid Cap Growth Fund Regular Plan vs Kotak Emerging Equity Scheme compare

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Kotak Midcap Fund - Growth

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Tata Mid Cap Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹53464 Cr	₹4701 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

Scheme Name	Kotak Midcap Fund - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Month	5.72%	4.87%
6 Month	1.61%	2.28%
1 Year	7.89%	0.11%
3 Year	27.43%	25.89%
5 Year	30.57%	27.01%

Scheme Name	Kotak Midcap Fund - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	14.76%	11.32%
1 Year	16.51%	9.23%
3 Year	25%	21.76%
5 Year	24.33%	21.72%

Scheme Name	Kotak Midcap Fund - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	13.5%	16.93%
3 Year	18.9%	16.85%
5 Year	17.75%	17.17%

Scheme Name	Kotak Midcap Fund - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	16.22%	13.05%
Sharp	0.99%	0.98%
Beta	0.87%	0.9%
Alpha	-0.10%	-2.33%

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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

Scheme Name	Kotak Midcap Fund - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	3.56	8.64
Small Cap	16.88	15.67
Mid Cap	67.78	67.35
Large Cap	11.78	8.34

Scheme Name	Kotak Midcap Fund - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	3.56	8.64
Financial Services	11.42	-
Consumer Cyclical	15.6	-
Healthcare	10.73	-
Technology	16.21	-
Real Estate	2.96	-
Energy	3.08	-
Utilities	0.82	-
Basic Materials	15.17	-
Industrials	17.04	-
Communication Services	2.01	-
Consumer Defensive	1.39	-
Fertilizers & Agrochemicals	-	3.31
Industrial Products	-	5.81
Cement & Cement Products	-	4.33
Healthcare Services	-	2.94
Chemicals & Petrochemicals	-	1.86
Pharmaceuticals & Biotechnology	-	12.48
Realty	-	4.4
Petroleum Products	-	1.51
Finance	-	5.39
Telecom - Services	-	3.55
Electrical Equipment	-	2.16
Banks	-	5.9
Insurance	-	6.27
Construction	-	0.88
Gas	-	1.92
Agricultural, Commercial & Construction Vehicles	-	1.18
Consumer Durables	-	2.3
IT - Software	-	4.39
Aerospace & Defense	-	1.12
Auto Components	-	5.56
Leisure Services	-	3.78
Diversified	-	0.67
Agricultural Food & other Products	-	1.14
Transport Infrastructure	-	3.17
Ferrous Metals	-	0.99
Textiles & Apparels	-	2.07
Transport Services	-	0.5
Power	-	0.68
Commercial Services & Supplies	-	1.1