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Kotak Emerging Equity Scheme vs Invesco India Midcap Fund compare
Kotak Emerging Equity Scheme - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| 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) | ₹49092 Cr | ₹5645 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 | 1.44 | 1.8 |
| Manager | Harsha Upadhyaya | Aditya Khemani |
| ISIN Code | INF174K01DS9 | INF205K01BC9 |
| 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 | Invesco India Mid Cap 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 | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | 2.17% | 3.51% |
| 6 Month | -9.98% | -4.89% |
| 1 Year | 13.49% | 21.14% |
| 3 Year | 17.91% | 22.35% |
| 5 Year | 30.69% | 30.61% |
SIP Return Analysis
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -4.52% | -2.43% |
| 1 Year | -11.62% | -3.03% |
| 3 Year | 17.51% | 24.23% |
| 5 Year | 21% | 23.75% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.66% | 14.1% |
| 3 Year | 19.04% | 18.13% |
| 5 Year | 17.67% | 18.76% |
Risk Management
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.958% | 13.27% |
| Sharp | 0.648% | 0.8% |
| Beta | 0.86% | 0.93% |
| Alpha | -0.958% | 1.49% |
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Fund Managers
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Aditya Khemani |
| Total AUM | ₹139411 Cr | ₹12070 Cr |
| Funds Managed | 11 | 3 |
| Kotak Emerging Equity Scheme - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.56 | 2.1 |
| Small Cap | 16.88 | 20.07 |
| Mid Cap | 67.78 | 64.75 |
| Large Cap | 11.78 | 13.09 |
Sector Allocation
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.56 | 0.35 |
| Financial Services | 11.42 | 23.61 |
| Consumer Cyclical | 15.6 | 19.8 |
| Healthcare | 10.73 | 18.02 |
| Technology | 16.21 | 10.12 |
| Real Estate | 2.96 | 7.12 |
| Energy | 3.08 | - |
| Utilities | 0.82 | - |
| Basic Materials | 15.17 | 9.73 |
| Industrials | 17.04 | 9.48 |
| Communication Services | 2.01 | 1.75 |
| Consumer Defensive | 1.39 | - |
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