HSBC Midcap Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon HSBC Midcap Fund - Regular Growth

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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 HSBC Midcap Fund - Regular Growth
Fund Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹51371 Cr ₹11420 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Mar 2007 09 Aug 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over 2.88% 19%
Expense Ratio 1.42 1.73
Manager Harsha Upadhyaya Venugopal Manghat
ISIN Code INF174K01DS9 INF917K01254
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 for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
1 Month -5.19% -6.58%
6 Month 11.77% 10.45%
1 Year 36.15% 40.85%
3 Year 20.49% 21.43%
5 Year 26.42% 23.64%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 33.89% 32.98%
3 Year 30.38% 33.96%
5 Year 29.78% 28.83%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
1 Year 13.27% 16.79%
3 Year 18.68% 15.6%
5 Year 17.6% 16.17%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
Standard Deviation 12.22% 12.61%
Sharp 1.12% 1.33%
Beta 0.8% 0.82%
Alpha 2.38% 1.66%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth
Name Harsha Upadhyaya Venugopal Manghat
Total AUM ₹139411 Cr ₹41442 Cr
Fund Manage 11 7
Kotak Emerging Equity Scheme - Growth HSBC Midcap Fund - Regular Growth

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

HSBC Midcap Fund - Regular Growth

Others 3.1 0.95
Small Cap 15.06 11.41
Large Cap 11.49 21.26
Mid Cap 70.55 66.38

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

HSBC Midcap Fund - Regular Growth

Others 3.1 0.95
Capital Markets 0.93 7.86
Finance 6.3 4.49
Banks 3.38 2.25
Healthcare Services 4.17 2.24
IT - Software 14.04 4.07
Realty 2.88 6.99
Petroleum Products 0.68 -
Chemicals & Petrochemicals 5.82 0.04
Electrical Equipment 2.13 19.32
Fertilizers & Agrochemicals 4.79 -
Insurance 2.77 -
Industrial Products 7.78 6.99
Consumer Durables 11.12 8.98
Construction 1.02 0.2
Aerospace & Defense 1.77 3.28
Oil 1.68 -
Auto Components 11.4 0.1
Cement & Cement Products 3.3 0.15
Telecom - Services 2 0.31
Entertainment 0.26 -
Pharmaceuticals & Biotechnology 5.12 4.86
Personal Products 1.44 -
Industrial Manufacturing 0.31 1.55
Textiles & Apparels 0.53 -
Leisure Services 0.39 2.29
Retailing 0.76 9.12
Gas 0.33 -
IT - Services - 0.19
Paper, Forest & Jute Products - 1.08
Power - 6.19
Ferrous Metals - 0.19
Cigarettes & Tobacco Products - 1.95
Financial Technology (Fintech) - 2.85
Automobiles - 1.2
Beverages - 0.31

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