Kotak Emerging Equity Scheme vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Emerging Equity Scheme - Growth

Invest Now

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

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 -7.1% -6.73%
6 Month -2.54% 1.9%
1 Year 22.86% 25.88%
3 Year 19.18% 22.37%
5 Year 23.73% 26.89%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.64% 16.36%
3 Year 24.94% 30.45%
5 Year 26.43% 30.02%

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 1.1% 1.29%
Beta 0.8% 0.92%
Alpha 2.56% 2.24%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns10.97%

VS

LIC MF ELSS Regular Plan-Growth LIC MF ELSS Regular Plan-Growth

3Y Returns13.07%

Compare Now

Tata Liquid Fund -Regular Plan - Growth Option Tata Liquid Fund -Regular Plan - Growth Option

3Y Returns6.41%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.45%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns6.13%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns5.72%

Compare Now

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.46%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.46%

Compare Now
Request call back
Add to Cart Successfully