Aditya Birla Sun Life MidCap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Invest NowAditya Birla Sun Life MidCap Fund-Growth
Invest NowChart Comparison
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) | ₹49439 Cr | ₹5801 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 05 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 | 1.9 |
Manager | Harsha Upadhyaya | Dhaval Joshi |
ISIN Code | INF174K01DS9 | INF209K01363 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 1%, if redeemed within 90 days./365 |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Month | 3.19% | 7.74% |
6 Month | 28.84% | 35.41% |
1 Year | 42.32% | 45.57% |
3 Year | 23.53% | 22% |
5 Year | 29.76% | 25.87% |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | 22.72% | 19.77% |
3 Year | 50.45% | 45.54% |
5 Year | 106% | 92.94% |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 30.05% | 27% |
3 Year | 77.77% | 67.79% |
5 Year | 117.77% | 101.59% |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 12.22% | 13.87% |
Sharp | 1.35% | 1.05% |
Beta | 0.79% | 0.88% |
Alpha | 1.45% | -2.1% |
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Get Free Experts GuidanceScheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Name | Harsha Upadhyaya | Dhaval Joshi |
Total AUM | ₹139411 Cr | ₹361932 Cr |
Fund Manage | 11 | 55 |
Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 3.96 | 1.32 |
Small Cap | 15.12 | 19.03 |
Large Cap | 12.01 | 12.94 |
Mid Cap | 68.82 | 66.67 |
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 3.76 | 1.23 |
Capital Markets | 0.73 | - |
Finance | 6.88 | - |
Banks | 3.36 | - |
Healthcare Services | 3.32 | - |
Realty | 2.95 | - |
Petroleum Products | 0.63 | - |
Chemicals and Petrochemicals | 5.47 | - |
Electrical Equipment | 1.68 | - |
Fertilizers and Agrochemicals | 4.84 | - |
Insurance | 2.67 | - |
Industrial Products | 9.08 | - |
Consumer Durables | 10.15 | - |
Construction | 0.64 | 2.71 |
IT - Software | 10.54 | - |
Aerospace and Defense | 2.04 | - |
Oil | 3.03 | - |
Chemicals & Petrochemicals | 0.09 | - |
Auto Components | 14.14 | - |
Cement and Cement Products | 3.01 | - |
Telecom - Services | 1.64 | - |
Entertainment | 0.29 | - |
Pharmaceuticals and Biotechnology | 4.09 | - |
Personal Products | 1.48 | - |
Pharmaceuticals & Biotechnology | 0.88 | - |
Industrial Manufacturing | 0.36 | - |
Textiles and Apparels | 0.54 | - |
Leisure Services | 0.36 | - |
Retailing | 0.68 | - |
Gas | 0.38 | - |
Unclassified | 0.2 | - |
Healthcare | - | 9.43 |
Communication | - | 0.53 |
Materials | - | 4.97 |
Services | - | 8.88 |
Consumer Staples | - | 5.14 |
Automobile | - | 7.89 |
Financial | - | 18.59 |
Chemicals | - | 6.17 |
Energy | - | 5.64 |
Metals & Mining | - | 5.81 |
Capital Goods | - | 11.59 |
Technology | - | 3.34 |
Consumer Discretionary | - | 5.37 |
Textiles | - | 2.67 |
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