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) ₹50627 Cr ₹7677 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 1.43 1.74
Manager Harsha Upadhyaya Trideep Bhattacharya
ISIN Code INF174K01DS9 INF843K01013
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 Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 3.62% 5.54%
6 Month 6.39% 10.11%
1 Year 34.57% 38.79%
3 Year 23.03% 26%
5 Year 27.23% 30.3%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 29.8% 34.35%
3 Year 30.5% 35.71%
5 Year 29.85% 33.28%

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 1.16% 1.29%
Beta 0.8% 0.92%
Alpha 2.59% 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 3.71 9.49
Small Cap 14.15 14.49
Large Cap 10.8 13.08
Mid Cap 71.14 62.94

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 3.71 3.31
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 4.54
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 - 5.49
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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