Edelweiss 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 Edelweiss 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 Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹51371 Cr ₹6621 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 30 Mar 2007 26 Dec 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 2.88% 43%
Expense Ratio 1.42 1.76
Manager Harsha Upadhyaya Trideep Bhattacharya
ISIN Code INF174K01DS9 INF843K01013
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

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month -5.51% -4.4%
6 Month 17.22% 23.53%
1 Year 38.29% 49.78%
3 Year 20.21% 22.89%
5 Year 26.85% 29.6%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 33.89% 36.43%
3 Year 30.38% 34.55%
5 Year 29.78% 32.62%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.27% 15.6%
3 Year 18.68% 20.1%
5 Year 17.6% 19.8%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.22% 13.78%
Sharp 1.12% 1.29%
Beta 0.8% 0.92%
Alpha 2.38% 2.24%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya Trideep Bhattacharya
Total AUM ₹139411 Cr ₹0 Cr
Fund Manage 11 9
Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 3.1 9.49
Small Cap 15.06 14.49
Large Cap 11.49 13.08
Mid Cap 70.55 62.94

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 3.1 3.31
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 4.54
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 -
Materials - 5.49
Consumer Staples - 1.87
Healthcare - 6.29
Financial - 14.64
Services - 11.48
Capital Goods - 20.88
Automobile - 11.39
Communication - 1.48
Metals & Mining - 6.29
Consumer Discretionary - 1.97
Technology - 5.63
Energy - 0.95
Chemicals - 3.48
Textiles - 0.31

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