Canara Robeco Mid Cap Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Emerging Equity Scheme - Growth Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Fund Kotak Emerging Equity Scheme - Growth Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹50627 Cr ₹2661 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 30 Mar 2007 02 Dec 2022
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over 2.88% 18%
Expense Ratio 1.43 1.95
Manager Harsha Upadhyaya Shridatta Bhandwaldar
ISIN Code INF174K01DS9 INF760K01KL5
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 Canara Robeco Mid Cap 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 Emerging Equity Scheme - Growth Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
1 Month 3.62% 4.61%
6 Month 6.39% 3.37%
1 Year 34.57% 27.41%
3 Year 23.03% -
5 Year 27.23% -

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
6 Month - -
1 Year 29.8% 19.75%
3 Year 30.5% -
5 Year 29.85% -

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
1 Year 13.27% 43.82%
3 Year 18.68% -
5 Year 17.6% -

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Standard Deviation 12.22% -
Sharp 1.16% -
Beta 0.8% -
Alpha 2.59% -

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Name Harsha Upadhyaya Shridatta Bhandwaldar
Total AUM ₹139411 Cr ₹69491 Cr
Fund Manage 11 12
Kotak Emerging Equity Scheme - Growth Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Others 3.71 5.17
Small Cap 14.15 7.86
Large Cap 10.8 20.24
Mid Cap 71.14 66.73

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Others 3.71 3.16
Capital Markets 1.15 -
Finance 4.97 -
Banks 3.46 -
Healthcare Services 4.49 -
IT - Software 15.17 -
Realty 3.11 -
Petroleum Products 0.61 -
Chemicals & Petrochemicals 5.66 -
Electrical Equipment 2.63 -
Fertilizers & Agrochemicals 4.88 -
Insurance 2.76 -
Industrial Products 7.32 -
Consumer Durables 10.86 -
Construction 1.01 3.41
Aerospace & Defense 1.83 -
Oil 1.42 -
Auto Components 11.37 -
Cement & Cement Products 3.3 -
Telecom - Services 2.03 -
Pharmaceuticals & Biotechnology 5.6 -
Personal Products 1.61 -
Industrial Manufacturing 0.3 -
Textiles & Apparels 0.55 -
Materials - 5.56
Services - 11.12
Healthcare - 11
Financial - 19.48
Technology - 5.61
Capital Goods - 14.01
Communication - 2.66
Metals & Mining - 4.61
Energy - 3.9
Consumer Discretionary - 1.7
Chemicals - 4.78
Diversified - 0.62
Automobile - 4.8
Consumer Staples - 1.34
Textiles - 2.24

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