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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) | ₹60480 Cr | ₹5420 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 | -1.79% | -0.56% |
| 6 Month | -1.45% | 2.84% |
| 1 Year | 0.68% | 5.46% |
| 3 Year | 20.86% | 21.82% |
| 5 Year | 22.32% | 20.62% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.15% | 3.53% |
| 1 Year | 13.28% | 17.45% |
| 3 Year | 17.43% | 16.72% |
| 5 Year | 18.88% | 18.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 12.58% | 15.69% |
| 3 Year | 19.7% | 17.65% |
| 5 Year | 18.04% | 17.5% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.05% |
| Sharp | 0.98% | 1.02% |
| Beta | 0.88% | 0.9% |
| Alpha | -0.24% | -0.5% |
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 | 4.73 | 11.76 |
| Small Cap | 13.36 | 11.59 |
| Large Cap | 12.57 | 8.01 |
| Mid Cap | 69.34 | 68.63 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.09 | 8.59 |
| Financial Services | 20.28 | 19.83 |
| Consumer Cyclical | 15.98 | 13.36 |
| Basic Materials | 13.22 | 11.85 |
| Healthcare | 12.17 | 12.86 |
| Technology | 13.23 | 5.17 |
| Real Estate | 2.18 | 2.48 |
| Energy | 2.69 | 1.52 |
| Industrials | 15.19 | 15.66 |
| Communication Services | 2.17 | 2.89 |
| Consumer Defensive | 0.8 | 3.98 |
| Utilities | - | 1.81 |
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