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Aditya Birla Sun Life MidCap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Fund | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹49092 Cr | ₹5533 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 03 Oct 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 16% |
| Expense Ratio | 1.44 | 1.87 |
| Manager | Harsha Upadhyaya | Dhaval Joshi |
| ISIN Code | INF174K01DS9 | INF209K01363 |
| 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 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | 7.74% | 8.01% |
| 6 Month | -13.8% | -15.46% |
| 1 Year | 15.29% | 11.74% |
| 3 Year | 18.26% | 15.58% |
| 5 Year | 31.93% | 29.59% |
SIP Return Analysis
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | -8.68% | -6.23% |
| 1 Year | -12.27% | -10.8% |
| 3 Year | 17.96% | 17.23% |
| 5 Year | 21.66% | 20.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 13.66% | 21% |
| 3 Year | 19.04% | 18.45% |
| 5 Year | 17.67% | 15.37% |
Risk Management
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.958% | 13.87% |
| Sharp | 0.648% | 0.48% |
| Beta | 0.86% | 0.91% |
| Alpha | -0.958% | -4.11% |
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Fund Managers
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Dhaval Joshi |
| Total AUM | ₹139411 Cr | ₹361932 Cr |
| Funds Managed | 11 | 55 |
| Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 3.56 | 7.81 |
| Small Cap | 16.88 | 17.12 |
| Mid Cap | 67.78 | 68.21 |
| Large Cap | 11.78 | 6.85 |
Sector Allocation
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 3.56 | 5.6 |
| Financial Services | 11.42 | 17.22 |
| Consumer Cyclical | 15.6 | 16.59 |
| Healthcare | 10.73 | 12.5 |
| Technology | 16.21 | 8.31 |
| Real Estate | 2.96 | 3.73 |
| Energy | 3.08 | 0.76 |
| Utilities | 0.82 | 2.91 |
| Basic Materials | 15.17 | 14.88 |
| Industrials | 17.04 | 12.88 |
| Communication Services | 2.01 | 1.4 |
| Consumer Defensive | 1.39 | 3.22 |
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