DSP Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹17762 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 30 Mar 2007 | 14 Nov 2006 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 2.88% | 22% |
Expense Ratio | 1.44 | 1.68 |
Manager | Harsha Upadhyaya | Vinit Sambre |
ISIN Code | INF174K01DS9 | INF740K01128 |
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 | DSP Midcap 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 | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.03% | 2.96% |
6 Month | -6.78% | -7.3% |
1 Year | 14.06% | 10.98% |
3 Year | 18.64% | 15.39% |
5 Year | 30.51% | 22.8% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -4.52% | -4.43% |
1 Year | -11.62% | -13.64% |
3 Year | 17.51% | 14.86% |
5 Year | 21% | 15.27% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.66% | 13.63% |
3 Year | 19.04% | 16.56% |
5 Year | 17.67% | 16.41% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.958% | 14.37% |
Sharp | 0.648% | 0.47% |
Beta | 0.86% | 0.98% |
Alpha | -0.958% | -4.67% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Vinit Sambre |
Total AUM | ₹139411 Cr | ₹31142 Cr |
Funds Managed | 11 | 3 |
Kotak Emerging Equity Scheme - Growth | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.56 | 4.82 |
Small Cap | 16.88 | 16.3 |
Mid Cap | 67.78 | 67.05 |
Large Cap | 11.78 | 11.83 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.56 | 4.82 |
Financial Services | 11.42 | 13.74 |
Consumer Cyclical | 15.6 | 19.49 |
Healthcare | 10.73 | 10.96 |
Technology | 16.21 | 10.74 |
Real Estate | 2.96 | 2.99 |
Energy | 3.08 | 2.83 |
Utilities | 0.82 | 1.68 |
Basic Materials | 15.17 | 16.21 |
Industrials | 17.04 | 11.25 |
Communication Services | 2.01 | 2.19 |
Consumer Defensive | 1.39 | 3.12 |
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