HSBC Midcap Fund vs Kotak Emerging Equity Scheme compare

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Kotak Emerging Equity Scheme - Growth

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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 Risk	Very High Risk
Asset Size (Cr)	₹49092 Cr	₹10753 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	1.44	1.71
Manager	Harsha Upadhyaya	Venugopal Manghat
ISIN Code	INF174K01DS9	INF917K01254
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	HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Emerging Equity Scheme - Growth	HSBC Midcap Fund - Regular Growth
1 Month	-7.28%	-8.76%
6 Month	-12.83%	-15.39%
1 Year	12.85%	5.51%
3 Year	18.45%	19.06%
5 Year	21.36%	18.2%

Scheme Name	Kotak Emerging Equity Scheme - Growth	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	-8.99%	-15.53%
3 Year	17.48%	18.65%
5 Year	22.1%	20.23%

Scheme Name	Kotak Emerging Equity Scheme - Growth	HSBC Midcap Fund - Regular Growth
1 Year	13.66%	17.31%
3 Year	19.04%	15.78%
5 Year	17.67%	16.4%

Scheme Name	Kotak Emerging Equity Scheme - Growth	HSBC Midcap Fund - Regular Growth
Standard Deviation	14.541%	15.653%
Sharp	0.873%	0.862%
Beta	0.826%	0.871%
Alpha	0.234%	0.36%

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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

Scheme Name	Kotak Emerging Equity Scheme - Growth	HSBC Midcap Fund - Regular Growth
Others	3.71	1.68
Small Cap	14.15	11.47
Large Cap	10.8	23.14
Mid Cap	71.14	63.71

Scheme Name	Kotak Emerging Equity Scheme - Growth	HSBC Midcap Fund - Regular Growth
Others	3.71	1.68
Capital Markets	1.15	11.33
Finance	4.97	0.29
Banks	3.46	2.15
Healthcare Services	4.49	3.09
IT - Software	15.17	5.25
Realty	3.11	7.01
Petroleum Products	0.61	-
Chemicals & Petrochemicals	5.66	0.04
Electrical Equipment	2.63	18.97
Fertilizers & Agrochemicals	4.88	-
Insurance	2.76	-
Industrial Products	7.32	4.39
Consumer Durables	10.86	11.63
Construction	1.01	-
Aerospace & Defense	1.83	3.29
Oil	1.42	-
Auto Components	11.37	-
Cement & Cement Products	3.3	0.58
Telecom - Services	2.03	0.05
Pharmaceuticals & Biotechnology	5.6	3.82
Personal Products	1.61	-
Industrial Manufacturing	0.3	1.62
Textiles & Apparels	0.55	-
Retailing	-	8.27
IT - Services	-	0.04
Leisure Services	-	2.27
Paper, Forest & Jute Products	-	1.24
Power	-	4.74
Cigarettes & Tobacco Products	-	1.45
Financial Technology (Fintech)	-	4.62
Automobiles	-	0.85
Commercial Services & Supplies	-	0.5
Beverages	-	0.83