Invesco India Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Invest NowInvesco India Midcap Fund - Growth Option
Invest NowChart Comparison
Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹51371 Cr | ₹5216 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 2.88% | 70% |
Expense Ratio | 1.42 | 1.85 |
Manager | Harsha Upadhyaya | Aditya Khemani |
ISIN Code | INF174K01DS9 | INF205K01BC9 |
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 | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | -5.19% | -4.47% |
6 Month | 11.77% | 15.77% |
1 Year | 36.15% | 43.65% |
3 Year | 20.49% | 21.57% |
5 Year | 26.42% | 26.77% |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 33.89% | 35.96% |
3 Year | 30.38% | 33.13% |
5 Year | 29.78% | 29.93% |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 13.27% | 13.8% |
3 Year | 18.68% | 17.68% |
5 Year | 17.6% | 18.59% |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 12.22% | 13.27% |
Sharp | 1.12% | 1.05% |
Beta | 0.8% | 0.89% |
Alpha | 2.38% | 1.54% |
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Get Free Experts GuidanceScheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Aditya Khemani |
Total AUM | ₹139411 Cr | ₹12070 Cr |
Fund Manage | 11 | 3 |
Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 3.1 | 4.81 |
Small Cap | 15.06 | 15.89 |
Large Cap | 11.49 | 15.58 |
Mid Cap | 70.55 | 63.72 |
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 3.1 | 0.91 |
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 | 1.7 |
Industrial Products | 7.78 | - |
Consumer Durables | 11.12 | - |
Construction | 1.02 | 7.57 |
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 | - | 5.34 |
Automobile | - | 9.1 |
Healthcare | - | 12.04 |
Services | - | 14.95 |
Consumer Staples | - | 1.89 |
Financial | - | 15.38 |
Capital Goods | - | 13.15 |
Metals & Mining | - | 2.83 |
Technology | - | 3.97 |
Consumer Discretionary | - | 3.88 |
Communication | - | 2.52 |
Diversified | - | 2.29 |
Energy | - | 1.47 |
Textiles | - | 1.01 |
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