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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) | ₹56988 Cr | ₹4946 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 | 3.08% | 3.53% |
| 6 Month | 25.5% | 19.48% |
| 1 Year | 2.17% | -3.83% |
| 3 Year | 21.5% | 20.51% |
| 5 Year | 26.93% | 23.85% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 6.78% | 4.67% |
| 1 Year | 17.48% | 12.03% |
| 3 Year | 22.14% | 18.5% |
| 5 Year | 21.86% | 19.23% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.21% | 16.58% |
| 3 Year | 19.2% | 17.11% |
| 5 Year | 17.86% | 17.28% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.11% | 13.05% |
| Sharp | 0.89% | 0.89% |
| Beta | 0.86% | 0.9% |
| Alpha | 0.68% | -0.74% |
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 | 3.51 | 6.45 |
| Small Cap | 13.93 | 15.23 |
| Large Cap | 13.92 | 8.59 |
| Mid Cap | 68.63 | 69.73 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.22 | 5.38 |
| Financial Services | 16.66 | 16.5 |
| Consumer Cyclical | 18.06 | 13.97 |
| Basic Materials | 13.34 | 12.67 |
| Healthcare | 11.76 | 14.31 |
| Technology | 14.13 | 5.13 |
| Real Estate | 2.26 | 3.86 |
| Energy | 2.64 | 1.37 |
| Industrials | 15.5 | 19.23 |
| Communication Services | 2.25 | 3.3 |
| Consumer Defensive | 1.17 | 2.28 |
| Utilities | - | 2 |
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