Canara Robeco Mid Cap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹49092 Cr | ₹2629 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 | 1.44 | 1.96 |
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 | -7.28% | -5.65% |
6 Month | -12.83% | -14.79% |
1 Year | 12.85% | 5.68% |
3 Year | 18.45% | - |
5 Year | 21.36% | - |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -8.99% | -11.87% |
3 Year | 17.48% | - |
5 Year | 22.1% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 13.66% | 41.73% |
3 Year | 19.04% | - |
5 Year | 17.67% | - |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 14.541% | - |
Sharp | 0.873% | - |
Beta | 0.826% | - |
Alpha | 0.234% | - |
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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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