HSBC Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Invest NowHSBC Midcap Fund - Regular Growth
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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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Get Free Experts GuidanceScheme 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 | 3.1 | 0.95 |
Small Cap | 15.06 | 11.41 |
Large Cap | 11.49 | 21.26 |
Mid Cap | 70.55 | 66.38 |
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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