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
| 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) | ₹51371 Cr | ₹5801 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| 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 | 1.42 | 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 | -1.33% | -4.79% |
| 6 Month | 11.11% | 8.41% |
| 1 Year | 37.71% | 31.29% |
| 3 Year | 21.53% | 16.43% |
| 5 Year | 27% | 22.83% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 13.27% | 20.84% |
| 3 Year | 18.68% | 18.53% |
| 5 Year | 17.6% | 15.28% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.22% | 13.87% |
| Sharp | 1.12% | 0.83% |
| Beta | 0.8% | 0.89% |
| Alpha | 2.38% | -1.73% |
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| 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 |
| 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 | 3.1 | 1.32 |
| Small Cap | 15.06 | 19.03 |
| Large Cap | 11.49 | 12.94 |
| Mid Cap | 70.55 | 66.67 |
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 3.1 | 1.23 |
| Capital Markets | 0.93 | - |
| Finance | 6.3 | - |
| Banks | 3.38 | - |
| Healthcare Services | 4.17 | - |
| IT - Software | 14.04 | - |
| Realty | 2.88 | - |
| Petroleum Products | 0.68 | - |
| Chemicals & Petrochemicals | 5.82 | - |
| Electrical Equipment | 2.13 | - |
| Fertilizers & Agrochemicals | 4.79 | - |
| Insurance | 2.77 | - |
| Industrial Products | 7.78 | - |
| Consumer Durables | 11.12 | - |
| Construction | 1.02 | 2.71 |
| Aerospace & Defense | 1.77 | - |
| Oil | 1.68 | - |
| Auto Components | 11.4 | - |
| Cement & Cement Products | 3.3 | - |
| Telecom - Services | 2 | - |
| Entertainment | 0.26 | - |
| Pharmaceuticals & Biotechnology | 5.12 | - |
| Personal Products | 1.44 | - |
| Industrial Manufacturing | 0.31 | - |
| Textiles & Apparels | 0.53 | - |
| Leisure Services | 0.39 | - |
| Retailing | 0.76 | - |
| Gas | 0.33 | - |
| 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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