Axis Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹50627 Cr | ₹30008 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Mar 2007 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 2.88% | 23% |
| Expense Ratio | 1.43 | 1.57 |
| Manager | Harsha Upadhyaya | Shreyash Devalkar |
| ISIN Code | INF174K01DS9 | INF846K01859 |
| 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 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.1% | -6.93% |
| 6 Month | -2.54% | -3.69% |
| 1 Year | 22.86% | 20.03% |
| 3 Year | 19.18% | 14.12% |
| 5 Year | 23.73% | 20.6% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.64% | 7.73% |
| 3 Year | 24.94% | 21.31% |
| 5 Year | 26.43% | 21.41% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.27% | 16.59% |
| 3 Year | 18.68% | 19.75% |
| 5 Year | 17.6% | 19.46% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.22% | 13.08% |
| Sharp | 1.1% | 0.72% |
| Beta | 0.8% | 0.81% |
| Alpha | 2.56% | -2.31% |
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| Scheme Name | Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Shreyash Devalkar |
| Total AUM | ₹139411 Cr | ₹166770 Cr |
| Fund Manage | 11 | 14 |
| Kotak Emerging Equity Scheme - Growth | Axis Midcap Fund - Regular Plan - Growth |
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.71 | 5.54 |
| Small Cap | 14.15 | 6.72 |
| Large Cap | 10.8 | 17.97 |
| Mid Cap | 71.14 | 69.81 |
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.71 | 5.54 |
| Capital Markets | 1.15 | 1.32 |
| Finance | 4.97 | 6.28 |
| Banks | 3.46 | 4.49 |
| Healthcare Services | 4.49 | 4.03 |
| IT - Software | 15.17 | 6.78 |
| Realty | 3.11 | 4.93 |
| Petroleum Products | 0.61 | 0.45 |
| Chemicals & Petrochemicals | 5.66 | 2.95 |
| Electrical Equipment | 2.63 | 5.55 |
| Fertilizers & Agrochemicals | 4.88 | 4.63 |
| Insurance | 2.76 | 1.66 |
| Industrial Products | 7.32 | 7.04 |
| Consumer Durables | 10.86 | 3.39 |
| Construction | 1.01 | - |
| Aerospace & Defense | 1.83 | 1.26 |
| Oil | 1.42 | 0.14 |
| Auto Components | 11.37 | 10.37 |
| Cement & Cement Products | 3.3 | 1.59 |
| Telecom - Services | 2.03 | 2.15 |
| Pharmaceuticals & Biotechnology | 5.6 | 7.54 |
| Personal Products | 1.61 | 1.03 |
| Industrial Manufacturing | 0.3 | 0.84 |
| Textiles & Apparels | 0.55 | 0.78 |
| IT - Services | - | 0.67 |
| Leisure Services | - | 3.18 |
| Transport Services | - | 0.27 |
| Ferrous Metals | - | 0.35 |
| Power | - | 2.16 |
| Financial Technology (Fintech) | - | 1.44 |
| Diversified | - | 0.66 |
| Automobiles | - | 1.62 |
| Retailing | - | 4.95 |
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