Kotak Emerging Equity Scheme vs HDFC Mid compare
Kotak Emerging Equity Scheme - Growth
HDFC Mid-Cap Opportunities Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹73510 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 30 Mar 2007 | 25 Jun 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% | 14.6% |
Expense Ratio | 1.44 | 1.39 |
Manager | Harsha Upadhyaya | Dhruv Muchhal |
ISIN Code | INF174K01DS9 | INF179K01CR2 |
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 | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Month | 8.64% | 6.73% |
6 Month | -13.76% | -10.99% |
1 Year | 15.29% | 10.65% |
3 Year | 19.08% | 24.74% |
5 Year | 31.91% | 34.74% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
6 Month | -6.15% | -3.55% |
1 Year | -10.48% | -6.15% |
3 Year | 18.24% | 23.12% |
5 Year | 21.89% | 26.05% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Year | 13.66% | 15.63% |
3 Year | 19.04% | 19.73% |
5 Year | 17.67% | 19.19% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Standard Deviation | 15.958% | 15.301% |
Sharp | 0.648% | 1.022% |
Beta | 0.86% | 0.855% |
Alpha | -0.958% | 4.384% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Name | Harsha Upadhyaya | Dhruv Muchhal |
Total AUM | ₹139411 Cr | ₹520687 Cr |
Funds Managed | 11 | 40 |
Kotak Emerging Equity Scheme - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 3.56 | 8.07 |
Small Cap | 16.88 | 20.98 |
Mid Cap | 67.78 | 65.07 |
Large Cap | 11.78 | 5.88 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 3.56 | 8.07 |
Financial Services | 11.42 | 24.44 |
Consumer Cyclical | 15.6 | 17.51 |
Healthcare | 10.73 | 11.93 |
Technology | 16.21 | 10.11 |
Real Estate | 2.96 | - |
Energy | 3.08 | 2.69 |
Utilities | 0.82 | 1.37 |
Basic Materials | 15.17 | 6.21 |
Industrials | 17.04 | 10.38 |
Communication Services | 2.01 | 3.05 |
Consumer Defensive | 1.39 | 4.23 |
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